+117.5%
XLK vs RMD
+50.8%
+66.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -0.4% | -4.2% | +3.8% | +0.2% |
| 30D | -0.5% | -2.1% | +1.6% | -0.2% |
| 3M | +5.0% | +13.8% | -8.8% | +2.4% |
| 6M | +32.9% | -10.6% | +43.5% | +35.9% |
| YTD | +29.0% | -8.1% | +37.1% | +31.0% |
| 1Y | +37.8% | -18.0% | +55.8% | +43.3% |
| All | +117.5% | +50.8% | +66.8% | +103.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling