-53.7%
SMR vs RMD
+2.3%
-55.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.4% |
| 7D | -8.3% | +2.1% | -10.3% | -8.7% |
| 30D | -20.1% | +2.1% | -22.2% | -20.6% |
| 3M | -52.7% | +6.2% | -58.9% | -53.5% |
| 6M | -61.0% | +19.4% | -80.4% | -63.2% |
| YTD | -67.1% | +0.5% | -67.6% | -67.2% |
| 1Y | -79.9% | -3.9% | -75.9% | -79.7% |
| 3Y | +101.7% | +72.5% | +29.2% | +71.3% |
| All | -53.7% | +2.3% | -55.9% | -60.2% |
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