+325.8%
HWM vs RMD
+57.4%
+268.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.7% |
| 7D | +3.3% | +2.3% | +1.0% | +2.9% |
| 30D | -7.6% | +4.1% | -11.7% | -8.3% |
| 3M | -28.9% | +5.7% | -34.6% | -29.8% |
| 6M | -19.7% | +12.9% | -32.6% | -21.7% |
| YTD | +0.5% | -1.5% | +2.0% | +0.3% |
| 1Y | +0.3% | -4.8% | +5.0% | +0.6% |
| 3Y | +325.8% | +57.5% | +268.3% | +303.3% |
| All | +325.8% | +57.4% | +268.4% | +303.3% |
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 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