+45.7%
DUK vs RMD
+49.9%
-4.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -0.7% | -4.4% | +3.7% | -0.4% |
| 30D | -2.4% | -3.1% | +0.7% | -2.3% |
| 3M | -3.0% | +13.8% | -16.8% | -3.9% |
| 6M | -6.6% | -8.6% | +2.0% | -6.3% |
| YTD | +4.6% | -8.6% | +13.2% | +4.7% |
| 1Y | +1.2% | -19.7% | +20.9% | +2.2% |
| 3Y | +45.7% | +48.4% | -2.7% | +39.2% |
| All | +45.7% | +49.9% | -4.2% | +39.2% |
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