+2.5%
UAL vs RMD
-20.3%
+22.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -1.7% |
| 7D | +3.5% | -4.5% | +7.9% | +5.1% |
| 30D | -16.5% | +4.6% | -21.1% | -17.8% |
| 3M | +2.8% | +14.8% | -12.0% | -3.4% |
| 6M | +17.6% | -12.1% | +29.6% | +24.0% |
| YTD | -3.2% | -7.5% | +4.3% | +0.2% |
| All | +2.5% | -20.3% | +22.7% | +9.9% |
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 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