+3.2%
SLB vs RMD
+51.0%
-47.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.8% | -5.0% | +5.8% | +1.8% |
| 30D | +15.8% | +2.2% | +13.6% | +15.4% |
| 3M | -0.3% | +17.8% | -18.2% | -3.4% |
| 6M | +21.3% | -11.3% | +32.7% | +23.8% |
| YTD | +52.3% | -4.4% | +56.7% | +53.1% |
| 1Y | +63.6% | -15.7% | +79.3% | +68.0% |
| All | +3.2% | +51.0% | -47.8% | -2.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling