-31.9%
DIS vs RMD
-5.3%
-26.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | 0.0% |
| 7D | +5.2% | +2.3% | +2.9% | +4.6% |
| 30D | +11.5% | +4.1% | +7.3% | +10.1% |
| 3M | +11.5% | +5.7% | +5.8% | +9.6% |
| 6M | +8.9% | +12.9% | -4.0% | +4.8% |
| YTD | +3.4% | -1.5% | +4.9% | +3.0% |
| 1Y | +7.2% | -4.8% | +11.9% | +7.5% |
| 3Y | +43.3% | +57.5% | -14.2% | +22.2% |
| All | -31.9% | -5.3% | -26.6% | -31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling