+634.6%
XYZ vs RMD
+340.4%
+294.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -2.9% |
| 7D | +12.6% | +3.1% | +9.5% | +10.8% |
| 30D | +10.8% | +1.8% | +9.0% | +9.5% |
| 3M | +8.4% | +6.7% | +1.7% | +3.7% |
| 6M | +14.3% | +13.9% | +0.4% | +3.4% |
| YTD | +31.5% | -2.0% | +33.5% | +30.8% |
| 1Y | +28.1% | -5.4% | +33.5% | +30.1% |
| 3Y | +66.2% | +67.4% | -1.2% | +6.1% |
| 5Y | -62.3% | -5.7% | -56.6% | -63.2% |
| 10Y | +634.6% | +338.4% | +296.2% | +274.5% |
| All | +634.6% | +340.4% | +294.2% | +274.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling