-59.8%
SMR vs RMD
+20.1%
-80.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.2% | -8.0% | -7.8% |
| 7D | +10.3% | -0.2% | +10.5% | +10.3% |
| 30D | -25.7% | +1.6% | -27.4% | -24.4% |
| 3M | -49.7% | +6.0% | -55.7% | -47.8% |
| 6M | -59.8% | +17.9% | -77.7% | -54.0% |
| All | -59.8% | +20.1% | -80.0% | -54.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling