+170.7%
XLE vs RMD
+265.7%
-95.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.8% |
| 7D | 0.0% | -4.5% | +4.5% | +1.0% |
| 30D | +12.6% | +4.6% | +8.0% | +11.4% |
| 3M | +11.8% | +14.8% | -2.9% | +8.0% |
| 6M | +16.1% | -12.1% | +28.1% | +18.7% |
| YTD | +46.9% | -7.5% | +54.3% | +48.1% |
| 1Y | +53.3% | -20.1% | +73.3% | +59.7% |
| 3Y | +54.9% | +53.9% | +1.0% | +33.5% |
| 5Y | +225.7% | -22.2% | +247.9% | +231.1% |
| 10Y | +170.7% | +268.2% | -97.6% | +99.4% |
| All | +170.7% | +265.7% | -95.0% | +99.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling