+45.8%
XRT vs RMD
+53.4%
-7.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +0.8% | -5.0% | +5.8% | +2.1% |
| 30D | -4.2% | +2.2% | -6.4% | -4.8% |
| 3M | +5.1% | +17.8% | -12.8% | +0.3% |
| 6M | +2.4% | -11.3% | +13.8% | +5.1% |
| YTD | +3.2% | -4.4% | +7.6% | +3.7% |
| 1Y | +1.5% | -15.7% | +17.2% | +5.2% |
| All | +45.8% | +53.4% | -7.6% | +25.8% |
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