+264.0%
SPOT vs RMD
+157.9%
+106.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | -0.9% | -5.0% | +4.1% | +0.6% |
| 30D | +12.5% | +2.2% | +10.3% | +11.6% |
| 3M | +9.9% | +17.8% | -8.0% | +4.0% |
| 6M | +1.6% | -11.3% | +12.9% | +4.9% |
| YTD | -6.6% | -4.4% | -2.2% | -6.3% |
| 1Y | -22.9% | -15.7% | -7.2% | -19.7% |
| 3Y | +244.3% | +47.7% | +196.5% | +183.1% |
| 5Y | +117.8% | -19.2% | +137.0% | +119.0% |
| All | +264.0% | +157.9% | +106.2% | +131.8% |
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