-3.4%
DT vs RMD
-4.2%
+0.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +2.7% | -0.2% | +2.9% | +2.8% |
| 30D | -30.4% | +1.6% | -32.0% | -30.4% |
| 3M | -9.4% | +6.0% | -15.4% | -9.9% |
| 6M | +14.5% | +17.9% | -3.4% | +13.5% |
| YTD | +3.6% | 0.0% | +3.6% | +2.6% |
| 1Y | -3.4% | -4.5% | +1.1% | -3.8% |
| All | -3.4% | -4.2% | +0.8% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling