+717.8%
HST vs RMD
+36,837.6%
-36,119.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | -1.0% | -5.0% | +4.0% | 0.0% |
| 30D | -12.3% | +2.2% | -14.5% | -12.8% |
| 3M | -6.4% | +17.8% | -24.2% | -9.8% |
| 6M | +15.0% | -11.3% | +26.3% | +17.4% |
| YTD | +30.5% | -4.4% | +34.9% | +31.0% |
| 1Y | +35.7% | -15.7% | +51.4% | +39.7% |
| 3Y | +68.4% | +47.7% | +20.6% | +51.8% |
| 5Y | +73.1% | -19.2% | +92.3% | +74.8% |
| 10Y | +92.7% | +280.4% | -187.7% | +39.6% |
| All | +717.8% | +36,837.6% | -36,119.9% | +289.7% |
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