+4,681.2%
DELL vs RMD
+269.2%
+4,412.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +14.9% | -5.0% | +19.9% | +16.4% |
| 30D | +13.3% | +2.2% | +11.1% | +12.4% |
| 3M | +24.4% | +17.8% | +6.5% | +17.8% |
| 6M | +258.0% | -11.3% | +269.3% | +267.2% |
| YTD | +320.2% | -4.4% | +324.6% | +320.5% |
| 1Y | +319.1% | -15.7% | +334.8% | +335.3% |
| 3Y | +706.5% | +47.7% | +658.8% | +588.5% |
| 5Y | +1,071.9% | -19.2% | +1,091.1% | +1,089.3% |
| 10Y | +4,683.5% | +280.4% | +4,403.1% | +2,862.7% |
| All | +4,681.2% | +269.2% | +4,412.0% | +2,868.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling