+342.1%
HWM vs RMD
+69.3%
+272.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | +7.3% | +2.1% | +5.2% | +7.0% |
| 30D | +1.6% | +2.1% | -0.5% | +1.1% |
| 3M | -21.9% | +6.2% | -28.1% | -22.8% |
| 6M | -19.0% | +19.4% | -38.4% | -21.9% |
| YTD | +7.9% | +0.5% | +7.4% | +7.4% |
| 1Y | +9.9% | -3.9% | +13.9% | +10.3% |
| 3Y | +342.1% | +72.5% | +269.6% | +316.4% |
| All | +342.1% | +69.3% | +272.8% | +316.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling