+3,621.5%
STX vs RMD
+269.7%
+3,351.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +9.6% | -4.7% | +14.3% | +10.9% |
| 30D | +10.6% | +0.2% | +10.4% | +10.2% |
| 3M | +4.8% | +12.0% | -7.2% | +0.2% |
| 6M | +137.3% | -12.5% | +149.8% | +143.4% |
| YTD | +222.5% | -7.9% | +230.4% | +225.1% |
| 1Y | +366.2% | -20.4% | +386.6% | +390.6% |
| 3Y | +1,352.9% | +53.1% | +1,299.8% | +1,103.1% |
| 5Y | +1,077.4% | -22.1% | +1,099.6% | +1,102.2% |
| 10Y | +3,621.5% | +275.4% | +3,346.1% | +2,209.9% |
| All | +3,621.5% | +269.7% | +3,351.8% | +2,209.9% |
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 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