-16.6%
SLB vs RMD
+360.8%
-377.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | -3.7% | +1.2% | -4.9% | -4.0% |
| 30D | +2.9% | +2.5% | +0.4% | +2.1% |
| 3M | +0.2% | +11.5% | -11.3% | -2.4% |
| 6M | -4.4% | +14.7% | -19.1% | -7.9% |
| YTD | +33.4% | -1.3% | +34.8% | +32.7% |
| 1Y | +40.8% | -5.3% | +46.1% | +41.2% |
| 3Y | +3.2% | +68.8% | -65.6% | -10.6% |
| 5Y | +64.8% | -5.9% | +70.7% | +59.6% |
| 10Y | -16.6% | +348.7% | -365.2% | -31.0% |
| All | -16.6% | +360.8% | -377.3% | -31.0% |
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