+135.6%
DPZ vs RMD
+344.2%
-208.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.9% |
| 7D | -3.5% | -0.8% | -2.7% | -3.4% |
| 30D | +5.7% | +1.7% | +4.0% | +5.2% |
| 3M | -7.5% | +6.4% | -13.9% | -8.9% |
| 6M | +6.2% | +20.7% | -14.5% | +1.5% |
| YTD | -19.8% | -0.2% | -19.6% | -20.3% |
| 1Y | -18.0% | -4.5% | -13.5% | -17.8% |
| 3Y | -8.8% | +70.5% | -79.3% | -21.2% |
| 5Y | -30.2% | -1.6% | -28.6% | -32.8% |
| All | +135.6% | +344.2% | -208.6% | +74.2% |
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