+185.4%
SW vs RMD
+358.3%
-172.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +4.7% | -5.3% | +10.0% | +5.6% |
| 30D | +5.0% | +8.4% | -3.4% | +3.3% |
| 3M | -7.3% | +7.1% | -14.5% | -8.7% |
| 6M | +15.0% | +15.8% | -0.8% | +11.6% |
| YTD | +18.5% | +0.2% | +18.4% | +17.8% |
| 1Y | +27.1% | -1.4% | +28.5% | +26.7% |
| 3Y | +49.3% | +61.3% | -12.0% | +35.5% |
| 5Y | -1.6% | -3.9% | +2.2% | -4.3% |
| All | +185.4% | +358.3% | -172.9% | +114.3% |
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 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