+67.5%
HST vs RMD
+51.0%
+16.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | -1.0% | -5.0% | +4.0% | +0.1% |
| 30D | -12.3% | +2.2% | -14.5% | -12.8% |
| 3M | -6.4% | +17.8% | -24.2% | -10.2% |
| 6M | +15.0% | -11.3% | +26.3% | +17.9% |
| YTD | +30.5% | -4.4% | +34.9% | +31.1% |
| 1Y | +35.7% | -15.7% | +51.4% | +40.2% |
| All | +67.5% | +51.0% | +16.5% | +49.3% |
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