+54.6%
TER vs RMD
-5.3%
+59.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.7% | +4.2% | +3.2% |
| 7D | -20.5% | +2.3% | -22.8% | -21.4% |
| 30D | -47.0% | +4.1% | -51.1% | -48.1% |
| 3M | -43.3% | +5.7% | -49.0% | -45.2% |
| 6M | -42.9% | +12.9% | -55.8% | -47.2% |
| YTD | +12.9% | -1.5% | +14.4% | +11.2% |
| 1Y | +18.2% | -4.8% | +22.9% | +18.2% |
| 3Y | +151.8% | +57.5% | +94.3% | +89.0% |
| All | +54.6% | -5.3% | +59.9% | +51.8% |
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 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