+31.6%
HPQ vs RMD
-18.7%
+50.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.6% | +9.0% | +8.5% |
| 7D | +9.8% | -4.4% | +14.2% | +10.3% |
| 30D | +22.4% | -3.1% | +25.5% | +22.7% |
| 3M | +45.2% | +13.8% | +31.4% | +42.3% |
| 6M | +96.4% | -8.6% | +105.0% | +102.9% |
| YTD | +65.4% | -8.6% | +74.0% | +67.5% |
| 1Y | +31.6% | -19.7% | +51.2% | +43.4% |
| All | +31.6% | -18.7% | +50.3% | +43.4% |
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 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