-10.5%
T vs RMD
-20.7%
+10.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -3.1% | -4.7% | +1.6% | -2.8% |
| 30D | +4.6% | +0.2% | +4.3% | +4.6% |
| 3M | +12.2% | +12.0% | +0.2% | +11.4% |
| 6M | -6.5% | -12.5% | +6.1% | -6.6% |
| YTD | +4.9% | -7.9% | +12.8% | +3.9% |
| 1Y | -10.5% | -20.4% | +9.9% | -12.7% |
| All | -10.5% | -20.7% | +10.2% | -12.7% |
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 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