+11.1%
SMR vs RMD
-5.9%
+17.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.2% | +18.5% | +16.0% |
| 7D | +21.4% | -4.5% | +25.8% | +22.6% |
| 30D | +13.8% | +4.6% | +9.3% | +12.5% |
| 3M | +3.9% | +14.8% | -10.9% | -0.6% |
| 6M | -4.2% | -12.1% | +7.9% | -0.8% |
| YTD | -21.1% | -7.5% | -13.6% | -19.5% |
| 1Y | -67.1% | -20.1% | -47.0% | -65.0% |
| 3Y | +88.9% | +53.9% | +35.0% | +65.2% |
| All | +11.1% | -5.9% | +17.0% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling