-3.6%
SMR vs RMD
-2.8%
-0.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +4.4% | -5.0% | +9.4% | +5.8% |
| 30D | +3.4% | +2.2% | +1.2% | +2.8% |
| 3M | -19.2% | +17.8% | -37.0% | -23.1% |
| 6M | -22.6% | -11.3% | -11.3% | -19.9% |
| YTD | -31.5% | -4.4% | -27.1% | -30.6% |
| 1Y | -73.1% | -15.7% | -57.4% | -71.7% |
| 3Y | +55.0% | +47.7% | +7.2% | +35.6% |
| All | -3.6% | -2.8% | -0.8% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling