+33.9%
DAL vs RMD
-14.6%
+48.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +0.1% | -5.0% | +5.1% | +1.8% |
| 30D | -13.9% | +2.2% | -16.1% | -14.6% |
| 3M | +1.1% | +17.8% | -16.8% | -5.6% |
| 6M | +26.2% | -11.3% | +37.6% | +32.7% |
| YTD | +16.4% | -4.4% | +20.8% | +19.0% |
| 1Y | +33.9% | -15.7% | +49.6% | +38.3% |
| All | +33.9% | -14.6% | +48.5% | +38.3% |
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