+14.2%
SHW vs RMD
-4.0%
+18.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | +11.1% | +1.7% | +9.4% | +10.4% |
| 3M | -2.2% | +6.4% | -8.5% | -4.2% |
| 6M | +14.3% | +20.7% | -6.4% | +7.4% |
| YTD | +10.6% | -0.2% | +10.7% | +9.5% |
| 1Y | +4.1% | -4.5% | +8.6% | +4.4% |
| 3Y | +42.9% | +70.5% | -27.7% | +16.2% |
| 5Y | +14.2% | -1.6% | +15.8% | +10.3% |
| All | +14.2% | -4.0% | +18.2% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling