-12.1%
DOW vs RMD
+135.7%
-147.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -1.4% | -4.4% | +3.0% | -0.1% |
| 30D | -3.9% | -3.1% | -0.8% | -3.2% |
| 3M | -12.7% | +13.8% | -26.5% | -16.5% |
| 6M | -13.7% | -8.6% | -5.1% | -12.3% |
| YTD | +28.4% | -8.6% | +37.0% | +30.2% |
| 1Y | +21.8% | -19.7% | +41.4% | +28.7% |
| 3Y | -35.7% | +48.4% | -84.1% | -46.8% |
| 5Y | -36.8% | -22.7% | -14.1% | -34.7% |
| All | -12.1% | +135.7% | -147.8% | -40.1% |
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