-37.8%
U vs RMD
+35.0%
-72.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | +4.4% | -4.7% | +9.1% | +7.1% |
| 30D | -1.3% | +0.2% | -1.5% | -1.7% |
| 3M | +49.6% | +12.0% | +37.6% | +38.6% |
| 6M | +100.2% | -12.5% | +112.7% | +113.4% |
| YTD | -3.7% | -7.9% | +4.2% | -0.8% |
| 1Y | -6.5% | -20.4% | +13.9% | +4.7% |
| 3Y | +12.9% | +53.1% | -40.2% | -26.0% |
| 5Y | -68.3% | -22.1% | -46.2% | -67.4% |
| All | -37.8% | +35.0% | -72.7% | -53.5% |
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