+851.5%
DE vs RMD
+274.3%
+577.2%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -2.6% | -4.4% | +1.8% | -1.4% |
| 30D | +9.0% | -3.1% | +12.2% | +9.8% |
| 3M | +19.1% | +13.8% | +5.4% | +14.3% |
| 6M | +14.4% | -8.6% | +23.0% | +16.4% |
| YTD | +45.9% | -8.6% | +54.6% | +48.3% |
| 1Y | +43.6% | -19.7% | +63.3% | +51.1% |
| 3Y | +75.9% | +48.4% | +27.5% | +50.2% |
| 5Y | +98.8% | -22.7% | +121.5% | +102.9% |
| All | +851.5% | +274.3% | +577.2% | +537.4% |
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