+112.2%
DT vs RMD
+80.9%
+31.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -0.5% | -4.7% | +4.2% | +1.2% |
| 30D | +0.1% | +0.2% | -0.2% | -0.1% |
| 3M | +24.1% | +12.0% | +12.1% | +18.9% |
| 6M | +30.1% | -12.5% | +42.6% | +35.5% |
| YTD | +16.8% | -7.9% | +24.7% | +18.8% |
| 1Y | -0.1% | -20.4% | +20.3% | +7.2% |
| 3Y | +6.8% | +53.1% | -46.3% | -17.2% |
| 5Y | -28.4% | -22.1% | -6.2% | -26.0% |
| All | +112.2% | +80.9% | +31.2% | +62.3% |
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