+1,019.5%
STX vs RMD
-19.3%
+1,038.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.4% |
| 7D | +2.4% | -5.0% | +7.3% | +3.4% |
| 30D | +1.4% | +2.2% | -0.8% | +0.8% |
| 3M | -8.2% | +17.8% | -26.1% | -12.3% |
| 6M | +127.0% | -11.3% | +138.4% | +134.3% |
| YTD | +209.1% | -4.4% | +213.6% | +211.6% |
| 1Y | +365.4% | -15.7% | +381.1% | +385.7% |
| 3Y | +1,135.4% | +47.7% | +1,087.6% | +962.1% |
| All | +1,019.5% | -19.3% | +1,038.8% | +968.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling