+73.9%
HST vs RMD
-22.9%
+96.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.3% | -4.7% | +4.4% | +1.1% |
| 30D | -2.8% | +0.2% | -3.0% | -3.0% |
| 3M | -6.5% | +12.0% | -18.5% | -10.1% |
| 6M | +20.7% | -12.5% | +33.2% | +25.0% |
| YTD | +30.5% | -7.9% | +38.4% | +32.6% |
| 1Y | +36.8% | -20.4% | +57.2% | +45.3% |
| 3Y | +65.9% | +53.1% | +12.8% | +36.8% |
| 5Y | +73.9% | -22.1% | +96.0% | +63.8% |
| All | +73.9% | -22.9% | +96.8% | +63.8% |
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