+196.2%
W vs RMD
+454.5%
-258.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.2% | -0.4% |
| 7D | -3.6% | +2.3% | -5.9% | -4.8% |
| 30D | +7.0% | +4.1% | +2.8% | +4.3% |
| 3M | +7.4% | +5.7% | +1.7% | +3.2% |
| 6M | +69.3% | +12.9% | +56.4% | +56.3% |
| YTD | +11.3% | -1.5% | +12.8% | +11.2% |
| 1Y | +13.2% | -4.8% | +18.0% | +15.5% |
| 3Y | +142.0% | +57.5% | +84.5% | +77.2% |
| 5Y | -54.6% | -5.5% | -49.1% | -54.7% |
| 10Y | +243.7% | +357.8% | -114.1% | +56.3% |
| All | +196.2% | +454.5% | -258.2% | +21.7% |
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