+2,071.0%
STX vs RMD
+360.8%
+1,710.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.7% |
| 7D | -14.8% | +1.2% | -16.0% | -15.1% |
| 30D | -35.4% | +2.5% | -37.8% | -35.9% |
| 3M | -37.7% | +11.5% | -49.2% | -39.8% |
| 6M | -35.2% | +14.7% | -49.9% | -38.7% |
| YTD | +84.4% | -1.3% | +85.7% | +82.1% |
| 1Y | +82.3% | -5.3% | +87.5% | +82.2% |
| 3Y | +646.2% | +68.8% | +577.5% | +503.5% |
| 5Y | +487.4% | -5.9% | +493.3% | +466.0% |
| 10Y | +2,071.0% | +348.7% | +1,722.4% | +1,180.4% |
| All | +2,071.0% | +360.8% | +1,710.3% | +1,180.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling