+45.2%
UBER vs RMD
+51.0%
-5.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -7.0% | -4.7% | -2.3% | -5.9% |
| 30D | -8.9% | +0.2% | -9.1% | -8.9% |
| 3M | +1.0% | +12.0% | -11.0% | -2.0% |
| 6M | -3.7% | -12.5% | +8.8% | -1.2% |
| YTD | -13.0% | -7.9% | -5.1% | -12.0% |
| 1Y | -25.5% | -20.4% | -5.1% | -22.0% |
| All | +45.2% | +51.0% | -5.8% | +29.3% |
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