+3,384.1%
USB vs RMD
+36,837.6%
-33,453.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +1.4% | -5.0% | +6.4% | +2.3% |
| 30D | -1.3% | +2.2% | -3.5% | -1.8% |
| 3M | +15.2% | +17.8% | -2.6% | +11.8% |
| 6M | +18.8% | -11.3% | +30.2% | +20.9% |
| YTD | +21.0% | -4.4% | +25.4% | +21.4% |
| 1Y | +34.0% | -15.7% | +49.7% | +37.3% |
| 3Y | +95.3% | +47.7% | +47.6% | +79.3% |
| 5Y | +40.4% | -19.2% | +59.6% | +41.0% |
| 10Y | +107.3% | +280.4% | -173.1% | +59.7% |
| All | +3,384.1% | +36,837.6% | -33,453.5% | +1,833.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling