+46.3%
XLU vs RMD
+49.9%
-3.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -1.6% | -4.4% | +2.8% | -1.2% |
| 30D | -3.3% | -3.1% | -0.2% | -3.1% |
| 3M | -3.2% | +13.8% | -16.9% | -4.5% |
| 6M | -7.0% | -8.6% | +1.6% | -6.4% |
| YTD | +0.6% | -8.6% | +9.3% | +1.0% |
| 1Y | +2.4% | -19.7% | +22.1% | +4.1% |
| 3Y | +46.3% | +48.4% | -2.1% | +37.5% |
| All | +46.3% | +49.9% | -3.6% | +37.5% |
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