+31.6%
UL vs RMD
-6.1%
+37.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +2.6% | +3.1% | -0.5% | +2.1% |
| 30D | +6.8% | +1.8% | +5.0% | +6.3% |
| 3M | +5.7% | +6.7% | -1.0% | +4.4% |
| 6M | +15.9% | +13.9% | +2.0% | +13.0% |
| YTD | +4.3% | -2.0% | +6.3% | +3.8% |
| 1Y | -0.4% | -5.4% | +5.0% | -0.4% |
| 3Y | +35.0% | +67.4% | -32.4% | +20.7% |
| 5Y | +31.6% | -5.7% | +37.3% | +34.9% |
| All | +31.6% | -6.1% | +37.7% | +34.9% |
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