+238.2%
HL vs RMD
-22.7%
+260.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -5.6% | -4.2% | -1.4% | -4.0% |
| 30D | +12.7% | -2.1% | +14.8% | +13.7% |
| 3M | +42.5% | +13.8% | +28.8% | +34.5% |
| 6M | -9.0% | -10.6% | +1.6% | -5.2% |
| YTD | +4.4% | -8.1% | +12.5% | +7.5% |
| 1Y | +82.7% | -18.0% | +100.6% | +97.1% |
| 3Y | +406.3% | +52.9% | +353.4% | +292.6% |
| 5Y | +238.2% | -22.3% | +260.4% | +210.8% |
| All | +238.2% | -22.7% | +260.9% | +210.8% |
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