+76.2%
UBER vs RMD
-22.9%
+99.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -7.0% | -4.7% | -2.3% | -5.3% |
| 30D | -8.9% | +0.2% | -9.1% | -9.0% |
| 3M | +1.0% | +12.0% | -11.0% | -3.7% |
| 6M | -3.7% | -12.5% | +8.8% | +0.6% |
| YTD | -13.0% | -7.9% | -5.1% | -11.3% |
| 1Y | -25.5% | -20.4% | -5.1% | -19.7% |
| 3Y | +50.5% | +53.1% | -2.7% | +13.9% |
| 5Y | +76.2% | -22.1% | +98.3% | +88.5% |
| All | +76.2% | -22.9% | +99.1% | +88.5% |
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