-98.3%
DFNS vs RMD
-20.7%
-77.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -3.6% |
| 7D | +4.6% | -4.7% | +9.4% | +15.3% |
| 30D | -73.9% | +0.2% | -74.1% | -74.5% |
| 3M | -71.7% | +12.0% | -83.7% | -77.7% |
| 6M | -94.6% | -12.5% | -82.0% | -95.0% |
| YTD | -98.1% | -7.9% | -90.1% | -98.2% |
| 1Y | -98.3% | -20.4% | -77.9% | -98.1% |
| All | -98.3% | -20.7% | -77.6% | -98.1% |
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