+22.0%
DIS vs RMD
+278.3%
-256.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.6% |
| 7D | -2.6% | -5.0% | +2.4% | -1.2% |
| 30D | +3.5% | +2.2% | +1.3% | +2.8% |
| 3M | +6.8% | +17.8% | -11.0% | +1.8% |
| 6M | +3.0% | -11.3% | +14.3% | +5.9% |
| YTD | -6.7% | -4.4% | -2.3% | -6.2% |
| 1Y | -10.1% | -15.7% | +5.6% | -6.6% |
| 3Y | +33.0% | +47.7% | -14.7% | +14.9% |
| 5Y | -40.0% | -19.2% | -20.8% | -39.1% |
| All | +22.0% | +278.3% | -256.3% | -12.5% |
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