+44.2%
XLU vs RMD
-23.0%
+67.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.6% | -4.4% | +2.8% | -1.0% |
| 30D | -3.3% | -3.1% | -0.2% | -3.0% |
| 3M | -3.2% | +13.8% | -16.9% | -5.2% |
| 6M | -7.0% | -8.6% | +1.6% | -6.1% |
| YTD | +0.6% | -8.6% | +9.3% | +1.4% |
| 1Y | +2.4% | -19.7% | +22.1% | +5.2% |
| 3Y | +46.3% | +48.4% | -2.1% | +32.9% |
| All | +44.2% | -23.0% | +67.3% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling