-4.6%
HD vs RMD
-1.9%
-2.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.9% | +0.6% | +4.6% |
| 7D | +11.9% | -3.9% | +15.8% | +12.8% |
| 30D | +26.4% | +7.9% | +18.5% | +23.2% |
| 3M | +2.8% | +8.1% | -5.3% | +0.1% |
| 6M | +15.5% | +15.5% | 0.0% | +9.3% |
| YTD | +5.5% | +0.7% | +4.9% | -0.3% |
| 1Y | -4.6% | -1.4% | -3.2% | -9.1% |
| All | -4.6% | -1.9% | -2.7% | -9.1% |
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