+203.4%
HD vs RMD
+276.6%
-73.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.4% | -1.5% |
| 7D | -3.9% | -4.2% | +0.3% | -2.6% |
| 30D | -13.1% | -2.1% | -11.1% | -12.6% |
| 3M | -3.4% | +13.8% | -17.2% | -7.7% |
| 6M | -12.6% | -10.6% | -1.9% | -9.8% |
| YTD | -9.2% | -8.1% | -1.1% | -7.6% |
| 1Y | -23.9% | -18.0% | -6.0% | -19.7% |
| 3Y | +0.4% | +52.9% | -52.4% | -17.0% |
| 5Y | +4.5% | -22.3% | +26.8% | +7.3% |
| All | +203.4% | +276.6% | -73.2% | +96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling