+5,666.8%
DPZ vs RMD
+2,270.0%
+3,396.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.4% |
| 7D | +9.5% | -5.3% | +14.8% | +11.0% |
| 30D | +12.8% | +8.4% | +4.4% | +10.1% |
| 3M | -6.2% | +7.1% | -13.4% | -8.3% |
| 6M | +4.3% | +15.8% | -11.5% | -0.4% |
| YTD | -16.6% | +0.2% | -16.8% | -17.4% |
| 1Y | -12.8% | -1.4% | -11.5% | -13.3% |
| 3Y | -0.8% | +61.3% | -62.1% | -16.6% |
| 5Y | -25.8% | -3.9% | -21.9% | -28.9% |
| 10Y | +130.9% | +365.6% | -234.7% | +26.0% |
| All | +5,666.8% | +2,270.0% | +3,396.8% | +1,661.4% |
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