+235.7%
DIA vs RMD
+347.3%
-111.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +2.1% | +2.1% | +0.1% | +1.6% |
| 30D | +1.5% | +2.1% | -0.6% | +0.8% |
| 3M | -2.4% | +6.2% | -8.7% | -4.2% |
| 6M | +6.0% | +19.4% | -13.4% | +0.3% |
| YTD | +10.1% | +0.5% | +9.5% | +8.8% |
| 1Y | +11.8% | -3.9% | +15.8% | +11.8% |
| 3Y | +59.7% | +72.5% | -12.8% | +30.7% |
| 5Y | +57.9% | -1.5% | +59.4% | +50.0% |
| All | +235.7% | +347.3% | -111.7% | +120.3% |
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