+86.7%
SYY vs RMD
+347.3%
-260.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.9% | +1.1% |
| 7D | +0.3% | +2.1% | -1.8% | -0.1% |
| 30D | -4.8% | +2.1% | -6.9% | -5.3% |
| 3M | -7.1% | +6.2% | -13.3% | -8.5% |
| 6M | +6.8% | +19.4% | -12.6% | +2.1% |
| YTD | +7.7% | +0.5% | +7.1% | +6.5% |
| 1Y | +5.7% | -3.9% | +9.6% | +5.6% |
| 3Y | +24.6% | +72.5% | -48.0% | +5.7% |
| 5Y | +15.6% | -1.5% | +17.1% | +10.8% |
| All | +86.7% | +347.3% | -260.7% | +36.2% |
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