+2,662.4%
DELL vs RMD
+347.3%
+2,315.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.4% | -7.2% |
| 7D | +4.9% | +2.1% | +2.8% | +4.4% |
| 30D | -32.1% | +2.1% | -34.2% | -32.5% |
| 3M | -30.2% | +6.2% | -36.5% | -31.5% |
| 6M | +41.7% | +19.4% | +22.3% | +32.6% |
| YTD | +176.6% | +0.5% | +176.0% | +172.5% |
| 1Y | +159.9% | -3.9% | +163.9% | +159.7% |
| 3Y | +388.0% | +72.5% | +315.4% | +297.2% |
| 5Y | +578.2% | -1.5% | +579.7% | +547.3% |
| All | +2,662.4% | +347.3% | +2,315.0% | +1,451.2% |
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 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