-13.9%
DT vs RMD
+68.2%
-82.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.4% |
| 7D | -5.4% | -0.8% | -4.6% | -5.3% |
| 30D | -32.2% | +1.7% | -33.9% | -32.3% |
| 3M | -10.9% | +6.4% | -17.3% | -11.7% |
| 6M | +10.0% | +20.7% | -10.7% | +7.0% |
| YTD | +2.1% | -0.2% | +2.2% | +1.8% |
| 1Y | -5.5% | -4.5% | -1.0% | -5.1% |
| All | -13.9% | +68.2% | -82.1% | -20.4% |
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