+119.1%
DAL vs RMD
-6.1%
+125.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.7% |
| 7D | +10.7% | +3.1% | +7.6% | +9.7% |
| 30D | +12.5% | +1.8% | +10.8% | +11.8% |
| 3M | +3.6% | +6.7% | -3.1% | +1.3% |
| 6M | +26.7% | +13.9% | +12.8% | +20.7% |
| YTD | +34.3% | -2.0% | +36.3% | +34.0% |
| 1Y | +59.1% | -5.4% | +64.5% | +60.5% |
| 3Y | +179.9% | +67.4% | +112.5% | +128.5% |
| 5Y | +119.1% | -5.7% | +124.9% | +111.7% |
| All | +119.1% | -6.1% | +125.3% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling