+18.6%
DLR vs RMD
-20.7%
+39.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +2.9% | -4.7% | +7.6% | +3.2% |
| 30D | -1.2% | +0.2% | -1.4% | -1.3% |
| 3M | +2.9% | +12.0% | -9.1% | +1.1% |
| 6M | +6.7% | -12.5% | +19.2% | +6.7% |
| YTD | +23.9% | -7.9% | +31.8% | +22.0% |
| 1Y | +18.6% | -20.4% | +39.0% | +17.7% |
| All | +18.6% | -20.7% | +39.3% | +17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling