+248.1%
HD vs RMD
+344.9%
-96.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | +18.5% | +1.6% | +16.9% | +17.8% |
| 3M | +2.2% | +6.0% | -3.9% | 0.0% |
| 6M | +13.8% | +17.9% | -4.1% | +7.3% |
| YTD | +3.4% | 0.0% | +3.4% | +2.3% |
| 1Y | -3.5% | -4.5% | +1.0% | -3.1% |
| 3Y | +29.0% | +70.8% | -41.8% | +2.9% |
| 5Y | +6.1% | -2.0% | +8.1% | +0.5% |
| All | +248.1% | +344.9% | -96.8% | +126.5% |
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