+3,215.9%
USB vs RMD
+38,610.5%
-35,394.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -1.5% | -5.3% | +3.9% | -0.6% |
| 30D | +4.3% | +8.4% | -4.1% | +2.8% |
| 3M | -6.1% | +7.1% | -13.2% | -7.4% |
| 6M | +9.4% | +15.8% | -6.4% | +6.2% |
| YTD | +15.2% | +0.2% | +15.0% | +14.5% |
| 1Y | +32.8% | -1.4% | +34.1% | +32.3% |
| 3Y | +91.3% | +61.3% | +30.0% | +73.0% |
| 5Y | +22.7% | -3.9% | +26.5% | +19.6% |
| 10Y | +97.0% | +365.6% | -268.5% | +47.1% |
| All | +3,215.9% | +38,610.5% | -35,394.6% | +1,722.9% |
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 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