-2.5%
DPZ vs RMD
+60.1%
-62.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +9.5% | -5.3% | +14.8% | +10.5% |
| 30D | +12.8% | +8.4% | +4.4% | +10.8% |
| 3M | -6.2% | +7.1% | -13.4% | -7.7% |
| 6M | +4.3% | +15.8% | -11.5% | +0.9% |
| YTD | -16.6% | +0.2% | -16.8% | -17.5% |
| 1Y | -12.8% | -1.4% | -11.5% | -13.5% |
| All | -2.5% | +60.1% | -62.6% | -8.2% |
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 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