+62.6%
XYZ vs RMD
+69.3%
-6.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.7% |
| 7D | -1.1% | +2.1% | -3.1% | -1.9% |
| 30D | +11.5% | +2.1% | +9.4% | +10.5% |
| 3M | +1.8% | +6.2% | -4.4% | -0.8% |
| 6M | +21.2% | +19.4% | +1.8% | +12.1% |
| YTD | +29.9% | +0.5% | +29.4% | +29.0% |
| 1Y | +35.8% | -3.9% | +39.7% | +37.1% |
| 3Y | +62.6% | +72.5% | -10.0% | +18.5% |
| All | +62.6% | +69.3% | -6.8% | +18.5% |
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 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