+53.4%
T vs RMD
-5.3%
+58.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.7% |
| 7D | +1.0% | +2.3% | -1.3% | +0.8% |
| 30D | -10.6% | +4.1% | -14.7% | -11.0% |
| 3M | -7.7% | +5.7% | -13.4% | -8.4% |
| 6M | -13.3% | +12.9% | -26.2% | -14.5% |
| YTD | -8.8% | -1.5% | -7.3% | -9.1% |
| 1Y | -8.4% | -4.8% | -3.6% | -8.4% |
| 3Y | +59.6% | +57.5% | +2.1% | +50.0% |
| All | +53.4% | -5.3% | +58.7% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling