-62.1%
W vs RMD
-21.0%
-41.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.7% | +2.9% |
| 7D | +6.5% | -4.5% | +10.9% | +10.0% |
| 30D | -6.2% | +4.6% | -10.8% | -9.6% |
| 3M | +48.9% | +14.8% | +34.1% | +34.1% |
| 6M | +31.2% | -12.1% | +43.3% | +43.3% |
| YTD | -0.4% | -7.5% | +7.0% | +4.0% |
| 1Y | +14.8% | -20.1% | +34.9% | +33.3% |
| 3Y | +40.5% | +53.9% | -13.4% | -6.4% |
| 5Y | -62.1% | -22.2% | -39.9% | -61.9% |
| All | -62.1% | -21.0% | -41.1% | -61.9% |
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