+12.1%
HLT vs RMD
-14.6%
+26.8%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -3.3% | -5.0% | +1.7% | -2.1% |
| 30D | -4.1% | +2.2% | -6.3% | -4.6% |
| 3M | -7.9% | +17.8% | -25.8% | -12.1% |
| 6M | +2.2% | -11.3% | +13.5% | +5.3% |
| YTD | +8.5% | -4.4% | +12.9% | +8.0% |
| 1Y | +12.1% | -15.7% | +27.9% | +13.5% |
| All | +12.1% | -14.6% | +26.8% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling