+79.9%
SPY vs RMD
+64.1%
+15.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +0.1% | +1.2% | -1.1% | -0.1% |
| 30D | -3.3% | +2.5% | -5.8% | -3.8% |
| 3M | -2.4% | +11.5% | -14.0% | -4.3% |
| 6M | +2.6% | +14.7% | -12.1% | -0.1% |
| YTD | +11.2% | -1.3% | +12.6% | +11.1% |
| 1Y | +13.4% | -5.3% | +18.7% | +14.0% |
| 3Y | +79.9% | +68.8% | +11.1% | +67.7% |
| All | +79.9% | +64.1% | +15.8% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling