+128.1%
DAL vs RMD
+360.8%
-232.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.2% |
| 7D | +10.0% | +1.2% | +8.8% | +9.7% |
| 30D | +12.0% | +2.5% | +9.6% | +11.1% |
| 3M | +0.8% | +11.5% | -10.8% | -3.0% |
| 6M | +26.2% | +14.7% | +11.5% | +19.9% |
| YTD | +33.7% | -1.3% | +35.0% | +33.0% |
| 1Y | +57.6% | -5.3% | +62.8% | +58.8% |
| 3Y | +183.5% | +68.8% | +114.7% | +131.4% |
| 5Y | +114.2% | -5.9% | +120.0% | +106.3% |
| 10Y | +128.1% | +348.7% | -220.5% | +39.2% |
| All | +128.1% | +360.8% | -232.6% | +39.2% |
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