+27.1%
SW vs RMD
-1.4%
+28.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.4% |
| 7D | +4.7% | -5.3% | +10.0% | +6.1% |
| 30D | +5.0% | +8.4% | -3.4% | +1.7% |
| 3M | -7.3% | +7.1% | -14.5% | -9.8% |
| 6M | +15.0% | +15.8% | -0.8% | +9.1% |
| YTD | +18.5% | +0.2% | +18.4% | +14.3% |
| 1Y | +27.1% | -1.4% | +28.5% | +22.5% |
| All | +27.1% | -1.4% | +28.5% | +22.5% |
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