-99.7%
DFNS vs RMD
-4.0%
-95.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.4% | +0.4% | -19.8% | -20.0% |
| 7D | -12.7% | +0.1% | -12.8% | -12.6% |
| 30D | -65.2% | +1.9% | -67.1% | -68.1% |
| 3M | -94.6% | +6.3% | -100.9% | -95.6% |
| 6M | -96.2% | +18.2% | -114.5% | -97.8% |
| YTD | -99.6% | +0.3% | -99.9% | -99.7% |
| 1Y | -99.7% | -4.3% | -95.4% | -99.8% |
| All | -99.7% | -4.0% | -95.7% | -99.8% |
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 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