+124.0%
DPZ vs RMD
+350.6%
-226.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.8% |
| 7D | +6.6% | +2.3% | +4.2% | +6.0% |
| 30D | +10.3% | +4.1% | +6.2% | +9.2% |
| 3M | -6.2% | +5.7% | -11.9% | -7.5% |
| 6M | +4.2% | +12.9% | -8.7% | +1.1% |
| YTD | -18.4% | -1.5% | -16.9% | -18.7% |
| 1Y | -14.9% | -4.8% | -10.2% | -14.7% |
| 3Y | -4.6% | +57.5% | -62.1% | -16.1% |
| 5Y | -27.4% | -5.5% | -21.9% | -29.6% |
| All | +124.0% | +350.6% | -226.7% | +68.2% |
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