+36.8%
HST vs RMD
-20.7%
+57.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.3% | -4.7% | +4.4% | +0.8% |
| 30D | -2.8% | +0.2% | -3.0% | -2.9% |
| 3M | -6.5% | +12.0% | -18.5% | -9.8% |
| 6M | +20.7% | -12.5% | +33.2% | +26.6% |
| YTD | +30.5% | -7.9% | +38.4% | +32.3% |
| 1Y | +36.8% | -20.4% | +57.2% | +41.0% |
| All | +36.8% | -20.7% | +57.5% | +41.0% |
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