+199.8%
TER vs RMD
-14.6%
+214.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.4% |
| 7D | +0.6% | -5.0% | +5.6% | +0.3% |
| 30D | -8.3% | +2.2% | -10.5% | -8.0% |
| 3M | -12.2% | +17.8% | -30.1% | -13.3% |
| 6M | +17.0% | -11.3% | +28.4% | +29.3% |
| YTD | +84.6% | -4.4% | +89.0% | +100.9% |
| 1Y | +199.8% | -15.7% | +215.5% | +247.2% |
| All | +199.8% | -14.6% | +214.4% | +247.2% |
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