+1,490.9%
HWM vs RMD
+346.1%
+1,144.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +11.1% | +0.1% | +11.0% | +11.1% |
| 30D | +3.0% | +1.9% | +1.0% | +2.0% |
| 3M | -20.7% | +6.3% | -27.0% | -22.7% |
| 6M | -17.2% | +18.2% | -35.4% | -22.4% |
| YTD | +9.1% | +0.3% | +8.8% | +7.3% |
| 1Y | +9.0% | -4.3% | +13.3% | +8.8% |
| 3Y | +353.8% | +71.3% | +282.6% | +257.7% |
| 5Y | +608.0% | -1.8% | +609.8% | +564.3% |
| All | +1,490.9% | +346.1% | +1,144.8% | +799.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling