+1,817.6%
SMH vs RMD
+274.3%
+1,543.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.7% |
| 7D | +0.3% | -4.4% | +4.7% | +2.0% |
| 30D | -2.8% | -3.1% | +0.4% | -1.8% |
| 3M | -6.7% | +13.8% | -20.5% | -12.9% |
| 6M | +41.8% | -8.6% | +50.3% | +44.7% |
| YTD | +57.9% | -8.6% | +66.5% | +60.4% |
| 1Y | +87.6% | -19.7% | +107.3% | +101.3% |
| 3Y | +282.9% | +48.4% | +234.6% | +198.6% |
| 5Y | +330.4% | -22.7% | +353.1% | +346.2% |
| All | +1,817.6% | +274.3% | +1,543.3% | +944.3% |
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 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