+821.3%
HST vs RMD
+37,961.8%
-37,140.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.3% |
| 7D | -2.7% | +2.3% | -5.0% | -3.2% |
| 30D | +10.7% | +4.1% | +6.6% | +9.6% |
| 3M | +6.3% | +5.7% | +0.5% | +4.7% |
| 6M | +19.0% | +12.9% | +6.1% | +15.3% |
| YTD | +47.0% | -1.5% | +48.5% | +46.4% |
| 1Y | +53.4% | -4.8% | +58.2% | +53.8% |
| 3Y | +78.0% | +57.5% | +20.5% | +58.3% |
| 5Y | +71.7% | -5.5% | +77.2% | +67.9% |
| 10Y | +146.2% | +357.8% | -211.6% | +71.8% |
| All | +821.3% | +37,961.8% | -37,140.5% | +335.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling