+8,652.1%
STX vs RMD
+3,757.6%
+4,894.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.6% |
| 7D | -28.5% | +2.3% | -30.8% | -29.3% |
| 30D | -42.9% | +4.1% | -47.0% | -43.9% |
| 3M | -45.9% | +5.7% | -51.6% | -47.4% |
| 6M | -41.3% | +12.9% | -54.2% | -45.2% |
| YTD | +67.9% | -1.5% | +69.5% | +64.0% |
| 1Y | +66.5% | -4.8% | +71.3% | +64.6% |
| 3Y | +588.0% | +57.5% | +530.5% | +441.6% |
| 5Y | +449.1% | -5.5% | +454.6% | +413.7% |
| 10Y | +1,982.8% | +357.8% | +1,625.1% | +849.5% |
| All | +8,652.1% | +3,757.6% | +4,894.5% | +1,421.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling