+513.3%
XRT vs RMD
+1,133.2%
-619.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +0.8% | -5.0% | +5.8% | +2.5% |
| 30D | -4.2% | +2.2% | -6.4% | -5.1% |
| 3M | +5.1% | +17.8% | -12.8% | -1.1% |
| 6M | +2.4% | -11.3% | +13.8% | +5.9% |
| YTD | +3.2% | -4.4% | +7.6% | +3.8% |
| 1Y | +1.5% | -15.7% | +17.2% | +6.4% |
| 3Y | +40.6% | +47.7% | -7.2% | +17.7% |
| 5Y | -1.0% | -19.2% | +18.2% | +0.2% |
| 10Y | +128.4% | +280.4% | -152.0% | +23.1% |
| All | +513.3% | +1,133.2% | -619.9% | +72.2% |
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