+10.8%
HD vs RMD
-19.3%
+30.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.1% | -5.0% | +2.9% | -0.7% |
| 30D | -8.4% | +2.2% | -10.6% | -9.1% |
| 3M | +4.3% | +17.8% | -13.5% | -0.6% |
| 6M | -11.1% | -11.3% | +0.2% | -8.7% |
| YTD | -4.7% | -4.4% | -0.3% | -4.3% |
| 1Y | -19.8% | -15.7% | -4.1% | -16.8% |
| 3Y | +4.1% | +47.7% | -43.6% | -10.7% |
| All | +10.8% | -19.3% | +30.1% | +9.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling