+6,477.6%
HD vs RMD
+37,961.8%
-31,484.2%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.2% | -1.5% |
| 7D | +4.3% | +2.3% | +2.0% | +3.9% |
| 30D | +20.2% | +4.1% | +16.1% | +19.2% |
| 3M | -1.0% | +5.7% | -6.7% | -2.2% |
| 6M | +7.9% | +12.9% | -5.0% | +5.0% |
| YTD | +2.0% | -1.5% | +3.5% | +1.7% |
| 1Y | -4.3% | -4.8% | +0.4% | -3.9% |
| 3Y | +25.9% | +57.5% | -31.6% | +13.0% |
| 5Y | +5.8% | -5.5% | +11.3% | +3.5% |
| 10Y | +262.5% | +357.8% | -95.2% | +165.2% |
| All | +6,477.6% | +37,961.8% | -31,484.2% | +2,809.4% |
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