+251.0%
DIA vs RMD
+269.7%
-18.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | -1.2% | -4.7% | +3.5% | 0.0% |
| 30D | -2.7% | +0.2% | -2.9% | -2.8% |
| 3M | +3.3% | +12.0% | -8.7% | -0.3% |
| 6M | +10.4% | -12.5% | +23.0% | +13.7% |
| YTD | +10.0% | -7.9% | +17.9% | +11.5% |
| 1Y | +16.2% | -20.4% | +36.6% | +22.3% |
| 3Y | +58.7% | +53.1% | +5.6% | +34.2% |
| 5Y | +63.6% | -22.1% | +85.7% | +67.1% |
| 10Y | +251.0% | +275.4% | -24.4% | +136.0% |
| All | +251.0% | +269.7% | -18.7% | +136.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling