+365.4%
STX vs RMD
-14.6%
+380.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.2% |
| 7D | +2.4% | -5.0% | +7.3% | +0.6% |
| 30D | +1.4% | +2.2% | -0.8% | +2.5% |
| 3M | -8.2% | +17.8% | -26.1% | -2.5% |
| 6M | +127.0% | -11.3% | +138.4% | +156.8% |
| YTD | +209.1% | -4.4% | +213.6% | +246.4% |
| 1Y | +365.4% | -15.7% | +381.1% | +427.5% |
| All | +365.4% | -14.6% | +380.1% | +427.5% |
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