+1,579.2%
HWM vs RMD
+360.8%
+1,218.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +1.6% | +1.2% | +0.4% | +1.0% |
| 30D | -3.9% | +2.5% | -6.4% | -5.0% |
| 3M | -23.2% | +11.5% | -34.8% | -26.3% |
| 6M | -20.0% | +14.7% | -34.7% | -24.3% |
| YTD | +5.7% | -1.3% | +7.0% | +4.5% |
| 1Y | +4.9% | -5.3% | +10.1% | +5.0% |
| 3Y | +347.0% | +68.8% | +278.2% | +253.7% |
| 5Y | +563.0% | -5.9% | +568.9% | +531.3% |
| 10Y | +1,579.2% | +348.7% | +1,230.5% | +839.6% |
| All | +1,579.2% | +360.8% | +1,218.4% | +839.6% |
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