+16.7%
U vs RMD
-5.4%
+22.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | +24.4% | +3.1% | +21.3% | +23.2% |
| 30D | +7.4% | +1.8% | +5.6% | +6.8% |
| 3M | +16.8% | +6.7% | +10.1% | +14.8% |
| 6M | +78.8% | +13.9% | +64.9% | +71.1% |
| YTD | +14.0% | -2.0% | +16.0% | +17.4% |
| 1Y | +16.7% | -5.4% | +22.1% | +20.6% |
| All | +16.7% | -5.4% | +22.1% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling