+312.3%
DELL vs RMD
-20.3%
+332.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.2% | -5.4% |
| 7D | -1.9% | -4.2% | +2.3% | -3.5% |
| 30D | +14.9% | -2.1% | +16.9% | +14.5% |
| 3M | +37.2% | +13.8% | +23.5% | +46.9% |
| 6M | +254.0% | -10.6% | +264.6% | +301.9% |
| YTD | +306.1% | -8.1% | +314.2% | +353.1% |
| 1Y | +312.3% | -18.0% | +330.2% | +393.0% |
| All | +312.3% | -20.3% | +332.5% | +393.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling