+353.5%
RMD vs DECK
+874.1%
-520.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | +2.3% | +5.8% | -3.4% | +1.2% |
| 30D | +4.1% | +7.9% | -3.8% | +2.5% |
| 3M | +5.7% | -11.4% | +17.1% | +8.1% |
| 6M | +12.9% | -16.6% | +29.5% | +16.7% |
| YTD | -1.5% | -16.4% | +14.8% | +1.0% |
| 1Y | -4.8% | +8.6% | -13.4% | -7.6% |
| 3Y | +57.5% | -15.1% | +72.6% | +55.1% |
| 5Y | -5.5% | +22.9% | -28.4% | -16.7% |
| All | +353.5% | +874.1% | -520.6% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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