+159.9%
DELL vs RMD
-3.5%
+163.5%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.3% | -7.4% | -7.1% |
| 7D | +4.9% | +2.1% | +2.8% | +5.6% |
| 30D | -32.1% | +2.1% | -34.2% | -30.6% |
| 3M | -30.2% | +6.2% | -36.5% | -26.9% |
| 6M | +41.7% | +19.4% | +22.3% | +60.2% |
| YTD | +176.6% | +0.5% | +176.0% | +226.4% |
| 1Y | +159.9% | -3.9% | +163.9% | +210.5% |
| All | +159.9% | -3.5% | +163.5% | +210.5% |
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