+209.8%
W vs RMD
+455.5%
-245.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +3.3% | +1.2% | +2.1% | +2.7% |
| 30D | +10.5% | +2.5% | +8.1% | +8.9% |
| 3M | +9.6% | +11.5% | -1.9% | +2.1% |
| 6M | +76.4% | +14.7% | +61.7% | +61.2% |
| YTD | +16.4% | -1.3% | +17.7% | +16.2% |
| 1Y | +9.3% | -5.3% | +14.6% | +11.9% |
| 3Y | +172.8% | +68.8% | +104.1% | +91.1% |
| 5Y | -53.4% | -5.9% | -47.5% | -53.4% |
| 10Y | +243.6% | +348.7% | -105.0% | +57.4% |
| All | +209.8% | +455.5% | -245.7% | +27.1% |
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