-50.3%
DOCS vs RMD
-2.3%
-48.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.6% |
| 7D | -1.4% | -5.0% | +3.6% | +0.7% |
| 30D | +21.8% | +2.2% | +19.6% | +19.9% |
| 3M | +27.3% | +17.8% | +9.4% | +17.3% |
| 6M | -0.3% | -11.3% | +11.0% | +4.1% |
| YTD | -40.5% | -4.4% | -36.1% | -40.4% |
| 1Y | -61.5% | -15.7% | -45.8% | -59.1% |
| 3Y | +8.2% | +47.7% | -39.6% | -19.3% |
| 5Y | -73.4% | -19.2% | -54.2% | -75.2% |
| All | -50.3% | -2.3% | -48.0% | -44.3% |
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 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