+589.4%
SE vs RMD
+215.7%
+373.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -6.1% | -5.0% | -1.1% | -3.6% |
| 30D | -2.5% | +2.2% | -4.7% | -3.6% |
| 3M | +21.7% | +17.8% | +3.9% | +10.9% |
| 6M | +27.0% | -11.3% | +38.3% | +34.0% |
| YTD | -12.1% | -4.4% | -7.7% | -11.3% |
| 1Y | -40.9% | -15.7% | -25.2% | -36.4% |
| 3Y | +191.0% | +47.7% | +143.3% | +108.9% |
| 5Y | -68.3% | -19.2% | -49.1% | -67.1% |
| All | +589.4% | +215.7% | +373.6% | +260.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling