-79.9%
SMR vs RMD
-3.5%
-76.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.3% |
| 7D | -8.3% | +2.1% | -10.3% | -8.3% |
| 30D | -20.1% | +2.1% | -22.2% | -19.8% |
| 3M | -52.7% | +6.2% | -58.9% | -52.7% |
| 6M | -61.0% | +19.4% | -80.4% | -61.0% |
| YTD | -67.1% | +0.5% | -67.6% | -62.7% |
| 1Y | -79.9% | -3.9% | -75.9% | -76.8% |
| All | -79.9% | -3.5% | -76.3% | -76.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling