+366.2%
STX vs RMD
-20.7%
+386.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.2% |
| 7D | +9.6% | -4.7% | +14.3% | +7.8% |
| 30D | +10.6% | +0.2% | +10.4% | +11.0% |
| 3M | +4.8% | +12.0% | -7.2% | +10.0% |
| 6M | +137.3% | -12.5% | +149.8% | +163.8% |
| YTD | +222.5% | -7.9% | +230.4% | +257.1% |
| 1Y | +366.2% | -20.4% | +386.6% | +421.4% |
| All | +366.2% | -20.7% | +386.9% | +421.4% |
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 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