+55.8%
DOCS vs RMD
+60.1%
-4.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | -1.3% | -5.3% | +4.0% | 0.0% |
| 30D | +19.4% | +8.4% | +11.0% | +16.9% |
| 3M | +53.4% | +7.1% | +46.3% | +50.2% |
| 6M | +28.8% | +15.8% | +13.0% | +22.8% |
| YTD | -25.1% | +0.2% | -25.2% | -25.6% |
| 1Y | -48.1% | -1.4% | -46.8% | -48.4% |
| All | +55.8% | +60.1% | -4.3% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling