+1,773.6%
TER vs RMD
+38,033.0%
-36,259.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.2% | +12.5% | +12.7% |
| 7D | -5.8% | +1.2% | -7.0% | -6.3% |
| 30D | -38.9% | +2.5% | -41.4% | -39.6% |
| 3M | -35.1% | +11.5% | -46.7% | -37.9% |
| 6M | -31.6% | +14.7% | -46.3% | -35.9% |
| YTD | +27.2% | -1.3% | +28.6% | +24.9% |
| 1Y | +35.2% | -5.3% | +40.5% | +34.4% |
| 3Y | +192.8% | +68.8% | +124.0% | +140.2% |
| 5Y | +72.4% | -5.9% | +78.3% | +67.5% |
| 10Y | +1,001.8% | +348.7% | +653.2% | +581.0% |
| All | +1,773.6% | +38,033.0% | -36,259.5% | +390.9% |
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