+1,120.6%
DELL vs RMD
-22.6%
+1,143.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +8.7% | -4.7% | +13.5% | +9.7% |
| 30D | +16.9% | +0.2% | +16.7% | +16.8% |
| 3M | +40.4% | +12.0% | +28.4% | +36.2% |
| 6M | +267.1% | -12.5% | +279.6% | +279.7% |
| YTD | +329.1% | -7.9% | +337.0% | +336.7% |
| 1Y | +346.9% | -20.4% | +367.3% | +374.0% |
| 3Y | +696.6% | +53.1% | +643.5% | +592.2% |
| All | +1,120.6% | -22.6% | +1,143.2% | +1,023.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling