-47.3%
DOCS vs RMD
-1.9%
-45.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.9% | +0.4% | +5.6% |
| 7D | +1.2% | -3.9% | +5.1% | +1.4% |
| 30D | +21.3% | +7.9% | +13.4% | +20.8% |
| 3M | +58.4% | +8.1% | +50.3% | +58.3% |
| 6M | +39.3% | +15.5% | +23.8% | +36.7% |
| YTD | -21.7% | +0.7% | -22.4% | -22.8% |
| 1Y | -47.3% | -1.4% | -46.0% | -48.7% |
| All | -47.3% | -1.9% | -45.4% | -48.7% |
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