+764.3%
DIS vs RMD
+37,961.9%
-37,197.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.1% |
| 7D | +5.2% | +2.3% | +2.9% | +4.8% |
| 30D | +11.5% | +4.1% | +7.3% | +10.5% |
| 3M | +11.5% | +5.7% | +5.8% | +10.2% |
| 6M | +8.9% | +12.9% | -4.0% | +6.0% |
| YTD | +3.4% | -1.5% | +4.9% | +3.2% |
| 1Y | +7.2% | -4.8% | +11.9% | +7.5% |
| 3Y | +43.3% | +57.5% | -14.2% | +29.0% |
| 5Y | -31.4% | -5.5% | -25.9% | -32.9% |
| 10Y | +37.1% | +357.8% | -320.7% | +0.1% |
| All | +764.3% | +37,961.9% | -37,197.6% | +313.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling