+31.8%
USB vs RMD
-2.0%
+33.7%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.1% |
| 7D | 0.0% | +2.3% | -2.3% | -0.5% |
| 30D | +5.8% | +4.1% | +1.7% | +4.8% |
| 3M | -6.0% | +5.7% | -11.7% | -7.3% |
| 6M | +7.8% | +12.9% | -5.1% | +4.0% |
| YTD | +14.6% | -1.5% | +16.1% | +14.0% |
| 1Y | +31.8% | -4.8% | +36.5% | +32.4% |
| All | +31.8% | -2.0% | +33.7% | +32.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling