+467.1%
DDOG vs RMD
+82.7%
+384.4%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.7% |
| 7D | -10.1% | -5.0% | -5.2% | -8.2% |
| 30D | -24.8% | +2.2% | -27.0% | -25.7% |
| 3M | -12.6% | +17.8% | -30.4% | -19.2% |
| 6M | +79.9% | -11.3% | +91.3% | +87.2% |
| YTD | +56.6% | -4.4% | +61.0% | +55.8% |
| 1Y | +61.6% | -15.7% | +77.3% | +70.4% |
| 3Y | +117.9% | +47.7% | +70.1% | +60.4% |
| 5Y | +54.2% | -19.2% | +73.4% | +57.4% |
| All | +467.1% | +82.7% | +384.4% | +270.7% |
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 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