+139.2%
UAL vs RMD
-19.3%
+158.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | +0.7% | -5.0% | +5.7% | +2.3% |
| 30D | -16.1% | +2.2% | -18.3% | -16.8% |
| 3M | +6.1% | +17.8% | -11.7% | +0.3% |
| 6M | +10.8% | -11.3% | +22.2% | +14.6% |
| YTD | -0.4% | -4.4% | +4.0% | +0.4% |
| 1Y | +5.0% | -15.7% | +20.7% | +9.9% |
| 3Y | +124.0% | +47.7% | +76.3% | +91.2% |
| All | +139.2% | -19.3% | +158.5% | +110.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling