+32.9%
DIS vs RMD
+349.2%
-316.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.1% |
| 7D | +0.6% | -0.8% | +1.4% | +0.8% |
| 30D | +10.3% | +1.7% | +8.6% | +9.6% |
| 3M | +15.6% | +6.4% | +9.2% | +13.3% |
| 6M | +15.1% | +20.7% | -5.6% | +8.6% |
| YTD | +6.0% | -0.2% | +6.1% | +5.1% |
| 1Y | +5.7% | -4.5% | +10.2% | +6.0% |
| 3Y | +39.8% | +70.5% | -30.7% | +15.9% |
| 5Y | -23.9% | -1.6% | -22.3% | -27.1% |
| 10Y | +32.9% | +342.7% | -309.7% | -7.7% |
| All | +32.9% | +349.2% | -316.3% | -7.7% |
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