+257.9%
HD vs RMD
+360.8%
-102.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | +3.6% | +1.2% | +2.4% | +3.3% |
| 30D | +21.6% | +2.5% | +19.1% | +20.5% |
| 3M | +0.1% | +11.5% | -11.4% | -3.6% |
| 6M | +13.0% | +14.7% | -1.7% | +7.4% |
| YTD | +4.9% | -1.3% | +6.3% | +4.3% |
| 1Y | -2.1% | -5.3% | +3.2% | -1.4% |
| 3Y | +32.6% | +68.8% | -36.2% | +6.1% |
| 5Y | +8.2% | -5.9% | +14.1% | +3.9% |
| 10Y | +257.9% | +348.7% | -90.8% | +127.1% |
| All | +257.9% | +360.8% | -102.8% | +127.1% |
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 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