+85.5%
DT vs RMD
+96.2%
-10.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.0% |
| 7D | -5.4% | -0.8% | -4.6% | -5.1% |
| 30D | -32.2% | +1.7% | -33.9% | -32.6% |
| 3M | -10.9% | +6.4% | -17.3% | -12.9% |
| 6M | +10.0% | +20.7% | -10.7% | +2.1% |
| YTD | +2.1% | -0.2% | +2.2% | +0.9% |
| 1Y | -5.5% | -4.5% | -1.0% | -5.1% |
| 3Y | -12.4% | +70.5% | -82.9% | -34.5% |
| 5Y | -39.7% | -1.6% | -38.1% | -43.2% |
| All | +85.5% | +96.2% | -10.7% | +37.9% |
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