+812.0%
T vs RMD
+38,484.3%
-37,672.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.2% |
| 7D | +2.0% | -0.8% | +2.8% | +2.1% |
| 30D | -1.0% | +1.7% | -2.7% | -1.3% |
| 3M | -8.1% | +6.4% | -14.5% | -8.9% |
| 6M | -8.3% | +20.7% | -29.0% | -10.5% |
| YTD | -6.1% | -0.2% | -5.9% | -6.6% |
| 1Y | -7.4% | -4.5% | -2.9% | -7.4% |
| 3Y | +65.4% | +70.5% | -5.1% | +53.1% |
| 5Y | +57.6% | -1.6% | +59.3% | +53.7% |
| 10Y | +61.4% | +342.7% | -281.3% | +32.1% |
| All | +812.0% | +38,484.3% | -37,672.3% | +516.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling