-23.8%
SPOT vs RMD
-18.7%
-5.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.9% |
| 7D | -3.1% | -4.4% | +1.3% | -2.3% |
| 30D | +7.4% | -3.1% | +10.5% | +8.0% |
| 3M | +8.2% | +13.8% | -5.6% | +6.3% |
| 6M | +2.2% | -8.6% | +10.8% | 0.0% |
| YTD | -9.5% | -8.6% | -0.8% | -14.4% |
| 1Y | -23.8% | -19.7% | -4.2% | -28.2% |
| All | -23.8% | -18.7% | -5.1% | -28.2% |
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 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