+66.1%
T vs RMD
-21.0%
+87.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | 0.0% |
| 7D | -1.5% | -4.5% | +2.9% | -1.1% |
| 30D | +7.6% | +4.6% | +3.0% | +7.1% |
| 3M | +15.3% | +14.8% | +0.5% | +13.7% |
| 6M | -8.5% | -12.1% | +3.6% | -7.6% |
| YTD | +6.8% | -7.5% | +14.2% | +7.2% |
| 1Y | -7.2% | -20.1% | +12.8% | -5.6% |
| 3Y | +108.2% | +53.9% | +54.4% | +96.3% |
| 5Y | +66.1% | -22.2% | +88.3% | +54.4% |
| All | +66.1% | -21.0% | +87.0% | +54.4% |
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