+42.1%
DLR vs RMD
-22.9%
+65.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +2.9% | -4.7% | +7.6% | +4.2% |
| 30D | -1.2% | +0.2% | -1.4% | -1.4% |
| 3M | +2.9% | +12.0% | -9.1% | -0.8% |
| 6M | +6.7% | -12.5% | +19.2% | +9.8% |
| YTD | +23.9% | -7.9% | +31.8% | +25.3% |
| 1Y | +18.6% | -20.4% | +39.0% | +24.9% |
| 3Y | +59.7% | +53.1% | +6.6% | +34.2% |
| 5Y | +42.1% | -22.1% | +64.2% | +50.1% |
| All | +42.1% | -22.9% | +65.0% | +50.1% |
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