+338.3%
SU vs RMD
-23.0%
+361.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.2% | -4.4% | +6.6% | +2.6% |
| 30D | +8.4% | -3.1% | +11.6% | +8.6% |
| 3M | +12.1% | +13.8% | -1.7% | +10.5% |
| 6M | +19.7% | -8.6% | +28.2% | +20.5% |
| YTD | +58.4% | -8.6% | +67.1% | +59.4% |
| 1Y | +67.2% | -19.7% | +86.9% | +70.7% |
| 3Y | +125.0% | +48.4% | +76.7% | +110.6% |
| All | +338.3% | -23.0% | +361.3% | +322.7% |
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