-38.7%
DOCS vs RMD
+0.7%
-39.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.3% |
| 7D | -0.8% | +2.3% | -3.1% | -1.7% |
| 30D | +17.4% | +4.1% | +13.3% | +15.4% |
| 3M | +57.4% | +5.7% | +51.7% | +52.5% |
| 6M | +26.5% | +12.9% | +13.7% | +18.4% |
| YTD | -26.6% | -1.5% | -25.1% | -27.4% |
| 1Y | -48.1% | -4.8% | -43.3% | -47.9% |
| 3Y | +52.6% | +57.5% | -4.9% | +10.4% |
| 5Y | -52.1% | -5.5% | -46.6% | -55.0% |
| All | -38.7% | +0.7% | -39.3% | -32.2% |
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