+96.5%
STM vs RMD
-1.9%
+98.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +5.9% | -12.0% | -5.2% |
| 7D | -6.0% | -3.9% | -2.2% | -6.0% |
| 30D | -20.9% | +7.9% | -28.9% | -19.4% |
| 3M | -15.8% | +8.1% | -23.8% | -13.8% |
| 6M | -17.0% | +15.5% | -32.6% | -12.8% |
| YTD | +76.8% | +0.7% | +76.1% | +95.1% |
| 1Y | +96.5% | -1.4% | +97.8% | +118.9% |
| All | +96.5% | -1.9% | +98.4% | +118.9% |
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