+16.2%
W vs RMD
-20.7%
+36.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | +5.9% | -4.7% | +10.6% | +9.1% |
| 30D | -3.0% | +0.2% | -3.3% | -3.2% |
| 3M | +40.3% | +12.0% | +28.3% | +31.3% |
| 6M | +32.2% | -12.5% | +44.8% | +37.2% |
| YTD | -0.3% | -7.9% | +7.6% | +2.4% |
| 1Y | +16.2% | -20.4% | +36.5% | +25.2% |
| All | +16.2% | -20.7% | +36.8% | +25.2% |
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