+621.3%
SLB vs RMD
+36,837.6%
-36,216.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.2% |
| 7D | +0.8% | -5.0% | +5.8% | +1.6% |
| 30D | +15.8% | +2.2% | +13.6% | +15.4% |
| 3M | -0.3% | +17.8% | -18.2% | -3.1% |
| 6M | +21.3% | -11.3% | +32.7% | +23.2% |
| YTD | +52.3% | -4.4% | +56.7% | +52.7% |
| 1Y | +63.6% | -15.7% | +79.3% | +67.2% |
| 3Y | +3.8% | +47.7% | -44.0% | -4.0% |
| 5Y | +128.6% | -19.2% | +147.9% | +128.9% |
| 10Y | -3.1% | +280.4% | -283.5% | -24.0% |
| All | +621.3% | +36,837.6% | -36,216.3% | +359.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling