+1,242.6%
DUK vs RMD
+35,656.8%
-34,414.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.2% | +4.0% | +1.1% |
| 7D | +0.7% | -4.5% | +5.2% | +1.1% |
| 30D | -2.0% | +4.6% | -6.6% | -2.5% |
| 3M | +0.2% | +14.8% | -14.6% | -1.1% |
| 6M | -6.9% | -12.1% | +5.2% | -6.1% |
| YTD | +6.1% | -7.5% | +13.6% | +6.5% |
| 1Y | +4.4% | -20.1% | +24.5% | +6.0% |
| 3Y | +49.1% | +53.9% | -4.8% | +42.0% |
| 5Y | +39.6% | -22.2% | +61.8% | +39.8% |
| 10Y | +125.1% | +268.2% | -143.1% | +100.9% |
| All | +1,242.6% | +35,656.8% | -34,414.2% | +1,057.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling