-0.1%
DT vs RMD
-20.7%
+20.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.7% |
| 7D | -0.5% | -4.7% | +4.2% | +0.2% |
| 30D | +0.1% | +0.2% | -0.2% | +0.2% |
| 3M | +24.1% | +12.0% | +12.1% | +23.5% |
| 6M | +30.1% | -12.5% | +42.6% | +33.1% |
| YTD | +16.8% | -7.9% | +24.7% | +17.2% |
| 1Y | -0.1% | -20.4% | +20.3% | +7.8% |
| All | -0.1% | -20.7% | +20.6% | +7.8% |
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