+28.1%
XYZ vs RMD
-5.4%
+33.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.1% |
| 7D | +12.6% | +3.1% | +9.5% | +11.3% |
| 30D | +10.8% | +1.8% | +9.0% | +9.7% |
| 3M | +8.4% | +6.7% | +1.7% | +5.5% |
| 6M | +14.3% | +13.9% | +0.4% | +8.2% |
| YTD | +31.5% | -2.0% | +33.5% | +37.3% |
| 1Y | +28.1% | -5.4% | +33.5% | +34.4% |
| All | +28.1% | -5.4% | +33.5% | +34.4% |
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