+116.5%
UAL vs RMD
-7.7%
+124.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | -3.0% | +2.1% | -5.1% | -3.7% |
| 30D | +10.5% | +2.1% | +8.4% | +9.6% |
| 3M | -13.5% | +6.2% | -19.7% | -15.4% |
| 6M | +14.2% | +19.4% | -5.2% | +6.9% |
| YTD | -2.2% | +0.5% | -2.8% | -3.3% |
| 1Y | +12.5% | -3.9% | +16.4% | +12.9% |
| 3Y | +186.8% | +72.5% | +114.3% | +129.0% |
| All | +116.5% | -7.7% | +124.2% | +114.4% |
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