+16,011.1%
STX vs RMD
+3,643.7%
+12,367.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.4% | +6.7% | +6.5% |
| 7D | +2.4% | -5.0% | +7.3% | +4.2% |
| 30D | +1.4% | +2.2% | -0.8% | +0.3% |
| 3M | -8.2% | +17.8% | -26.1% | -14.9% |
| 6M | +127.0% | -11.3% | +138.4% | +132.3% |
| YTD | +209.1% | -4.4% | +213.6% | +206.8% |
| 1Y | +365.4% | -15.7% | +381.1% | +382.7% |
| 3Y | +1,135.4% | +47.7% | +1,087.6% | +896.0% |
| 5Y | +991.5% | -19.2% | +1,010.7% | +988.9% |
| 10Y | +3,695.8% | +280.4% | +3,415.4% | +1,775.2% |
| All | +16,011.1% | +3,643.7% | +12,367.4% | +2,745.0% |
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