+284.1%
SHW vs RMD
+269.7%
+14.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -3.2% | -4.7% | +1.5% | -1.7% |
| 30D | -11.4% | +0.2% | -11.6% | -11.5% |
| 3M | +3.5% | +12.0% | -8.5% | -0.3% |
| 6M | -3.4% | -12.5% | +9.2% | +0.2% |
| YTD | -0.3% | -7.9% | +7.6% | +1.5% |
| 1Y | -10.4% | -20.4% | +10.0% | -4.8% |
| 3Y | +21.3% | +53.1% | -31.8% | +2.3% |
| 5Y | +12.9% | -22.1% | +35.0% | +15.9% |
| 10Y | +284.1% | +275.4% | +8.7% | +161.9% |
| All | +284.1% | +269.7% | +14.4% | +161.9% |
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 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