+249.6%
HL vs RMD
+69.3%
+180.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -2.0% |
| 7D | -11.1% | +2.1% | -13.2% | -11.7% |
| 30D | -12.1% | +2.1% | -14.2% | -12.7% |
| 3M | -26.1% | +6.2% | -32.3% | -27.5% |
| 6M | -37.7% | +19.4% | -57.1% | -41.4% |
| YTD | -31.7% | +0.5% | -32.2% | -31.5% |
| 1Y | -11.6% | -3.9% | -7.7% | -10.2% |
| 3Y | +249.6% | +72.5% | +177.1% | +189.4% |
| All | +249.6% | +69.3% | +180.3% | +189.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling