+1,573.3%
HWM vs RMD
+312.5%
+1,260.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.2% | -7.5% | -9.7% |
| 7D | -9.2% | -4.5% | -4.7% | -7.8% |
| 30D | -17.9% | +4.6% | -22.5% | -19.1% |
| 3M | -6.0% | +14.8% | -20.8% | -10.7% |
| 6M | -7.4% | -12.1% | +4.7% | -4.2% |
| YTD | +13.1% | -7.5% | +20.6% | +14.7% |
| 1Y | +29.3% | -20.1% | +49.4% | +37.2% |
| 3Y | +389.9% | +53.9% | +336.0% | +299.9% |
| 5Y | +655.5% | -22.2% | +677.7% | +672.0% |
| All | +1,573.3% | +312.5% | +1,260.9% | +825.3% |
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