+104.0%
U vs RMD
+63.8%
+40.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +6.0% |
| 7D | +36.6% | +2.3% | +34.2% | +35.4% |
| 30D | +13.3% | +4.1% | +9.2% | +11.7% |
| 3M | +26.2% | +5.7% | +20.5% | +23.4% |
| 6M | +88.7% | +12.9% | +75.8% | +79.7% |
| YTD | +16.6% | -1.5% | +18.1% | +16.4% |
| 1Y | +29.0% | -4.8% | +33.7% | +30.0% |
| All | +104.0% | +63.8% | +40.2% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling