+1,006.2%
TER vs RMD
+340.4%
+665.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +0.1% |
| 7D | -8.9% | +3.1% | -12.0% | -10.4% |
| 30D | -39.1% | +1.8% | -40.8% | -39.9% |
| 3M | -32.8% | +6.7% | -39.5% | -35.7% |
| 6M | -31.7% | +13.9% | -45.6% | -38.1% |
| YTD | +26.9% | -2.0% | +28.9% | +24.0% |
| 1Y | +33.6% | -5.4% | +39.0% | +32.7% |
| 3Y | +181.5% | +67.4% | +114.1% | +101.3% |
| 5Y | +76.1% | -5.7% | +81.9% | +66.2% |
| 10Y | +1,006.2% | +338.4% | +667.8% | +429.8% |
| All | +1,006.2% | +340.4% | +665.8% | +429.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling