+70.1%
SU vs RMD
-14.6%
+84.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -1.0% | -1.4% |
| 7D | +2.9% | -5.0% | +7.9% | +2.4% |
| 30D | +7.2% | +2.2% | +5.0% | +7.1% |
| 3M | +2.8% | +17.8% | -15.0% | +3.9% |
| 6M | +18.2% | -11.3% | +29.5% | +20.7% |
| YTD | +54.0% | -4.4% | +58.4% | +56.3% |
| 1Y | +70.1% | -15.7% | +85.8% | +73.0% |
| All | +70.1% | -14.6% | +84.7% | +73.0% |
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 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