-50.5%
SE vs RMD
-5.4%
-45.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.3% |
| 7D | 0.0% | +3.1% | -3.1% | -0.8% |
| 30D | -19.4% | +1.8% | -21.1% | -20.0% |
| 3M | -33.1% | +6.7% | -39.8% | -34.6% |
| 6M | -11.4% | +13.9% | -25.3% | -15.6% |
| YTD | -39.8% | -2.0% | -37.8% | -41.6% |
| 1Y | -50.5% | -5.4% | -45.1% | -51.9% |
| All | -50.5% | -5.4% | -45.1% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling