+104.3%
DAL vs RMD
+347.3%
-243.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -1.1% | +2.1% | -3.2% | -1.7% |
| 30D | +12.8% | +2.1% | +10.8% | +12.0% |
| 3M | -5.3% | +6.2% | -11.5% | -7.3% |
| 6M | +22.4% | +19.4% | +3.0% | +14.8% |
| YTD | +25.6% | +0.5% | +25.1% | +24.2% |
| 1Y | +45.5% | -3.9% | +49.5% | +46.0% |
| 3Y | +161.0% | +72.5% | +88.4% | +111.4% |
| 5Y | +112.2% | -1.5% | +113.7% | +101.5% |
| All | +104.3% | +347.3% | -243.0% | +22.0% |
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