+743.1%
SW vs RMD
+1,454.1%
-711.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.9% | -1.8% | +3.3% |
| 7D | +12.1% | -3.9% | +15.9% | +12.6% |
| 30D | +6.6% | +7.9% | -1.4% | +5.4% |
| 3M | -6.0% | +8.1% | -14.1% | -7.1% |
| 6M | +21.5% | +15.5% | +6.0% | +18.8% |
| YTD | +20.3% | +0.7% | +19.7% | +19.8% |
| 1Y | +28.1% | -1.4% | +29.5% | +27.9% |
| 3Y | +51.6% | +62.1% | -10.5% | +41.3% |
| 5Y | -0.1% | -4.2% | +4.0% | -2.1% |
| 10Y | +189.7% | +367.9% | -178.2% | +142.2% |
| All | +743.1% | +1,454.1% | -711.1% | +549.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling