+351.3%
DAL vs RMD
+1,174.6%
-823.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.0% |
| 7D | +0.1% | -5.0% | +5.1% | +2.2% |
| 30D | -13.9% | +2.2% | -16.1% | -14.9% |
| 3M | +1.1% | +17.8% | -16.8% | -6.1% |
| 6M | +26.2% | -11.3% | +37.6% | +31.5% |
| YTD | +16.4% | -4.4% | +20.8% | +17.3% |
| 1Y | +33.9% | -15.7% | +49.6% | +41.8% |
| 3Y | +93.4% | +47.7% | +45.6% | +55.2% |
| 5Y | +106.4% | -19.2% | +125.6% | +108.5% |
| 10Y | +143.0% | +280.4% | -137.4% | +6.5% |
| All | +351.3% | +1,174.6% | -823.3% | -21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling