+6,048.2%
HD vs RMD
+36,837.6%
-30,789.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -2.1% | -5.0% | +2.9% | -1.1% |
| 30D | -8.4% | +2.2% | -10.6% | -8.9% |
| 3M | +4.3% | +17.8% | -13.5% | +0.9% |
| 6M | -11.1% | -11.3% | +0.2% | -9.3% |
| YTD | -4.7% | -4.4% | -0.3% | -4.3% |
| 1Y | -19.8% | -15.7% | -4.1% | -17.5% |
| 3Y | +4.1% | +47.7% | -43.6% | -5.5% |
| 5Y | +10.3% | -19.2% | +29.5% | +11.2% |
| 10Y | +203.2% | +280.4% | -77.2% | +128.9% |
| All | +6,048.2% | +36,837.6% | -30,789.4% | +2,637.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling