+3,595.6%
DLR vs RMD
+2,255.2%
+1,340.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +1.6% | -5.0% | +6.6% | +3.2% |
| 30D | -3.4% | +2.2% | -5.6% | -4.3% |
| 3M | +0.5% | +17.8% | -17.3% | -5.3% |
| 6M | +4.6% | -11.3% | +15.9% | +7.7% |
| YTD | +23.4% | -4.4% | +27.8% | +23.6% |
| 1Y | +19.0% | -15.7% | +34.8% | +23.9% |
| 3Y | +56.5% | +47.7% | +8.8% | +31.1% |
| 5Y | +33.3% | -19.2% | +52.5% | +34.2% |
| 10Y | +165.1% | +280.4% | -115.2% | +46.6% |
| All | +3,595.6% | +2,255.2% | +1,340.4% | +902.8% |
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 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