+111.5%
SYY vs RMD
+276.6%
-165.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.5% | -4.2% | +5.7% | +2.4% |
| 30D | -2.3% | -2.1% | -0.3% | -2.0% |
| 3M | +5.5% | +13.8% | -8.3% | +2.1% |
| 6M | -1.0% | -10.6% | +9.7% | +1.0% |
| YTD | +14.1% | -8.1% | +22.2% | +15.3% |
| 1Y | +5.6% | -18.0% | +23.5% | +9.3% |
| 3Y | +27.9% | +52.9% | -25.0% | +11.4% |
| 5Y | +22.7% | -22.3% | +45.0% | +24.3% |
| All | +111.5% | +276.6% | -165.0% | +57.9% |
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