-37.4%
DOCS vs RMD
+2.4%
-39.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | -1.3% | -5.3% | +4.0% | +0.8% |
| 30D | +19.4% | +8.4% | +11.0% | +15.3% |
| 3M | +53.4% | +7.1% | +46.3% | +47.9% |
| 6M | +28.8% | +15.8% | +13.0% | +19.1% |
| YTD | -25.1% | +0.2% | -25.2% | -26.4% |
| 1Y | -48.1% | -1.4% | -46.8% | -48.8% |
| 3Y | +51.4% | +61.3% | -9.9% | +8.2% |
| 5Y | -51.1% | -3.9% | -47.2% | -54.4% |
| All | -37.4% | +2.4% | -39.8% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling