+311.1%
SPOT vs RMD
+171.2%
+139.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | +1.6% | +2.1% | -0.5% | +0.9% |
| 30D | +16.9% | +2.1% | +14.8% | +15.8% |
| 3M | +23.0% | +6.2% | +16.7% | +20.3% |
| 6M | +42.2% | +19.4% | +22.8% | +33.5% |
| YTD | +5.5% | +0.5% | +5.0% | +3.8% |
| 1Y | -5.1% | -3.9% | -1.1% | -5.3% |
| 3Y | +257.9% | +72.5% | +185.4% | +179.0% |
| 5Y | +118.4% | -1.5% | +119.9% | +105.9% |
| All | +311.1% | +171.2% | +139.9% | +157.0% |
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 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