+307.8%
SPY vs RMD
+347.3%
-39.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +2.6% | +2.1% | +0.5% | +2.0% |
| 30D | -2.0% | +2.1% | -4.1% | -2.8% |
| 3M | -2.8% | +6.2% | -9.0% | -4.8% |
| 6M | +2.1% | +19.4% | -17.2% | -3.9% |
| YTD | +11.5% | +0.5% | +11.0% | +10.0% |
| 1Y | +13.5% | -3.9% | +17.4% | +13.3% |
| 3Y | +77.7% | +72.5% | +5.2% | +43.0% |
| 5Y | +72.6% | -1.5% | +74.1% | +63.4% |
| All | +307.8% | +347.3% | -39.5% | +160.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling