+111.1%
SPOT vs RMD
-22.6%
+133.7%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -6.5% | -4.7% | -1.8% | -5.1% |
| 30D | +2.2% | +0.2% | +1.9% | +2.1% |
| 3M | +5.4% | +12.0% | -6.6% | +1.4% |
| 6M | -4.0% | -12.5% | +8.5% | -0.5% |
| YTD | -9.9% | -7.9% | -2.0% | -8.8% |
| 1Y | -27.3% | -20.4% | -6.9% | -22.8% |
| 3Y | +236.4% | +53.1% | +183.3% | +159.4% |
| All | +111.1% | -22.6% | +133.7% | +110.9% |
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