+2,619.2%
TER vs RMD
+36,837.6%
-34,218.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +5.9% | +5.6% |
| 7D | +0.6% | -5.0% | +5.6% | +2.2% |
| 30D | -8.3% | +2.2% | -10.5% | -9.2% |
| 3M | -12.2% | +17.8% | -30.1% | -17.8% |
| 6M | +17.1% | -11.3% | +28.4% | +20.0% |
| YTD | +84.7% | -4.4% | +89.1% | +84.4% |
| 1Y | +199.9% | -15.7% | +215.6% | +211.0% |
| 3Y | +232.8% | +47.7% | +185.0% | +185.5% |
| 5Y | +198.6% | -19.2% | +217.8% | +205.6% |
| 10Y | +1,669.7% | +280.4% | +1,389.4% | +1,052.1% |
| All | +2,619.2% | +36,837.6% | -34,218.4% | +624.6% |
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