+73.2%
STX vs RMD
-4.7%
+77.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.2% | +9.6% | +9.9% |
| 7D | -14.8% | +1.2% | -16.0% | -14.1% |
| 30D | -35.4% | +2.5% | -37.8% | -34.0% |
| 3M | -37.7% | +11.5% | -49.2% | -34.1% |
| 6M | -35.2% | +14.7% | -49.9% | -28.4% |
| YTD | +84.4% | -1.3% | +85.7% | +112.3% |
| All | +73.2% | -4.7% | +77.9% | +101.5% |
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