+57.3%
DRAM vs RMD
+8.7%
+48.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.8% | -2.6% |
| 7D | +18.0% | -0.2% | +18.1% | +17.8% |
| 30D | -17.4% | +1.6% | -19.0% | -15.6% |
| 3M | -20.3% | +6.0% | -26.3% | -16.1% |
| 6M | -14.9% | +17.9% | -32.8% | +6.0% |
| All | +57.3% | +8.7% | +48.5% | +118.6% |
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