+18.5%
SPY vs RMD
-20.7%
+39.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.4% | -4.7% | +4.4% | +0.1% |
| 30D | -1.4% | +0.2% | -1.6% | -1.4% |
| 3M | +3.7% | +12.0% | -8.3% | +2.3% |
| 6M | +13.0% | -12.5% | +25.5% | +16.0% |
| YTD | +12.4% | -7.9% | +20.3% | +14.4% |
| 1Y | +18.5% | -20.4% | +38.9% | +24.2% |
| All | +18.5% | -20.7% | +39.2% | +24.2% |
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