+640.9%
XLU vs RMD
+4,670.3%
-4,029.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.6% | -4.7% | +5.4% | +1.3% |
| 30D | -0.4% | +0.2% | -0.7% | -0.5% |
| 3M | -1.7% | +12.0% | -13.7% | -3.6% |
| 6M | -7.1% | -12.5% | +5.4% | -5.7% |
| YTD | +1.9% | -7.9% | +9.9% | +2.6% |
| 1Y | +6.1% | -20.4% | +26.5% | +8.9% |
| 3Y | +48.8% | +53.1% | -4.4% | +37.0% |
| 5Y | +43.8% | -22.1% | +65.9% | +44.4% |
| 10Y | +143.2% | +275.4% | -132.2% | +97.2% |
| All | +640.9% | +4,670.3% | -4,029.4% | +366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling