+33.4%
UBER vs RMD
+69.3%
-35.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.6% | +0.8% |
| 7D | +1.6% | +2.1% | -0.5% | +1.1% |
| 30D | +0.6% | +2.1% | -1.5% | -0.1% |
| 3M | -8.2% | +6.2% | -14.4% | -9.7% |
| 6M | -6.7% | +19.4% | -26.1% | -11.2% |
| YTD | -14.7% | +0.5% | -15.2% | -15.8% |
| 1Y | -24.1% | -3.9% | -20.1% | -24.2% |
| 3Y | +33.4% | +72.5% | -39.1% | +17.7% |
| All | +33.4% | +69.3% | -35.9% | +17.7% |
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