+265.2%
SU vs RMD
+274.3%
-9.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | +2.2% | -4.4% | +6.6% | +3.1% |
| 30D | +8.4% | -3.1% | +11.6% | +8.9% |
| 3M | +12.1% | +13.8% | -1.7% | +8.8% |
| 6M | +19.7% | -8.6% | +28.2% | +21.0% |
| YTD | +58.4% | -8.6% | +67.1% | +59.9% |
| 1Y | +67.2% | -19.7% | +86.9% | +73.1% |
| 3Y | +125.0% | +48.4% | +76.7% | +98.0% |
| 5Y | +355.1% | -22.7% | +377.8% | +362.7% |
| All | +265.2% | +274.3% | -9.2% | +176.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling