+25.1%
XYZ vs RMD
-4.2%
+29.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -2.1% | -0.2% | -1.9% | -2.1% |
| 30D | +7.0% | +1.6% | +5.4% | +5.8% |
| 3M | +5.1% | +6.0% | -0.9% | +2.3% |
| 6M | +14.1% | +17.9% | -3.8% | +6.0% |
| YTD | +26.4% | 0.0% | +26.4% | +30.7% |
| 1Y | +25.1% | -4.5% | +29.6% | +30.8% |
| All | +25.1% | -4.2% | +29.3% | +30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling