+1,744.2%
TER vs RMD
+265.7%
+1,478.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.2% | +7.4% | +5.7% |
| 7D | +11.0% | -4.5% | +15.4% | +13.2% |
| 30D | -1.9% | +4.6% | -6.5% | -4.4% |
| 3M | -0.7% | +14.8% | -15.4% | -9.2% |
| 6M | +36.4% | -12.1% | +48.4% | +42.3% |
| YTD | +92.4% | -7.5% | +99.9% | +95.0% |
| 1Y | +213.5% | -20.1% | +233.6% | +240.7% |
| 3Y | +277.2% | +53.9% | +223.4% | +182.3% |
| 5Y | +219.1% | -22.2% | +241.3% | +234.3% |
| 10Y | +1,744.2% | +268.2% | +1,476.0% | +898.4% |
| All | +1,744.2% | +265.7% | +1,478.6% | +898.4% |
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 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