+78.9%
SPYM vs RMD
+52.4%
+26.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.6% | -0.1% |
| 7D | +0.6% | -4.5% | +5.0% | +1.3% |
| 30D | -0.9% | +4.6% | -5.5% | -1.7% |
| 3M | +3.9% | +14.8% | -10.9% | +1.4% |
| 6M | +14.5% | -12.1% | +26.6% | +16.8% |
| YTD | +13.0% | -7.5% | +20.5% | +14.1% |
| 1Y | +19.4% | -20.1% | +39.5% | +23.6% |
| 3Y | +78.9% | +53.9% | +25.0% | +65.7% |
| All | +78.9% | +52.4% | +26.5% | +65.7% |
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