+235.3%
DIA vs RMD
+340.9%
-105.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +0.9% | +3.1% | -2.2% | +0.1% |
| 30D | +1.1% | +1.8% | -0.7% | +0.5% |
| 3M | -2.9% | +6.7% | -9.6% | -4.8% |
| 6M | +5.9% | +13.9% | -8.0% | +1.4% |
| YTD | +9.8% | -2.0% | +11.8% | +9.2% |
| 1Y | +11.7% | -5.4% | +17.1% | +12.2% |
| 3Y | +59.5% | +67.4% | -7.8% | +31.7% |
| 5Y | +57.5% | -5.7% | +63.3% | +51.6% |
| All | +235.3% | +340.9% | -105.6% | +122.1% |
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 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