+188.0%
XEL vs RMD
+347.3%
-159.3%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +2.4% | +2.1% | +0.4% | +2.0% |
| 30D | +8.3% | +2.1% | +6.2% | +7.6% |
| 3M | +4.2% | +6.2% | -2.1% | +2.5% |
| 6M | +3.7% | +19.4% | -15.7% | -0.9% |
| YTD | +13.1% | +0.5% | +12.5% | +11.8% |
| 1Y | +5.0% | -3.9% | +8.9% | +4.8% |
| 3Y | +55.0% | +72.5% | -17.6% | +30.1% |
| 5Y | +51.8% | -1.5% | +53.3% | +44.7% |
| All | +188.0% | +347.3% | -159.3% | +94.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling