+19.6%
SW vs RMD
+51.0%
-31.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.3% |
| 7D | -5.1% | -5.0% | -0.1% | -4.0% |
| 30D | -4.6% | +2.2% | -6.8% | -5.1% |
| 3M | +9.4% | +17.8% | -8.5% | +5.5% |
| 6M | +3.5% | -11.3% | +14.8% | +5.7% |
| YTD | +22.0% | -4.4% | +26.5% | +22.5% |
| 1Y | +2.2% | -15.7% | +17.9% | +5.0% |
| All | +19.6% | +51.0% | -31.4% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling