-13.6%
PDD vs RMD
-7.7%
-5.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | -4.9% | +2.1% | -7.0% | -5.6% |
| 30D | -3.0% | +2.1% | -5.1% | -4.0% |
| 3M | -6.2% | +6.2% | -12.4% | -8.5% |
| 6M | -20.7% | +19.4% | -40.1% | -26.2% |
| YTD | -30.4% | +0.5% | -30.9% | -31.3% |
| 1Y | -41.3% | -3.9% | -37.3% | -41.2% |
| 3Y | -27.7% | +72.5% | -100.2% | -48.4% |
| All | -13.6% | -7.7% | -5.9% | -8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling