+29.3%
HWM vs RMD
-19.2%
+48.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -3.2% | -7.5% | -10.4% |
| 7D | -9.2% | -4.5% | -4.7% | -8.8% |
| 30D | -17.9% | +4.6% | -22.5% | -18.3% |
| 3M | -6.0% | +14.8% | -20.8% | -7.5% |
| 6M | -7.4% | -12.1% | +4.7% | -5.7% |
| YTD | +13.1% | -7.5% | +20.6% | +14.4% |
| 1Y | +29.3% | -20.1% | +49.4% | +32.9% |
| All | +29.3% | -19.2% | +48.5% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling