+3,781.0%
SHOP vs RMD
+347.3%
+3,433.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -1.2% | +2.1% | -3.3% | -2.3% |
| 30D | -14.7% | +2.1% | -16.8% | -15.7% |
| 3M | -7.2% | +6.2% | -13.5% | -10.2% |
| 6M | +54.2% | +19.4% | +34.8% | +38.9% |
| YTD | -8.6% | +0.5% | -9.2% | -10.1% |
| 1Y | +0.5% | -3.9% | +4.5% | +1.4% |
| 3Y | +135.9% | +72.5% | +63.4% | +58.6% |
| 5Y | -11.9% | -1.5% | -10.4% | -16.7% |
| All | +3,781.0% | +347.3% | +3,433.7% | +1,737.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling