+568.4%
MA vs RMD
+340.4%
+228.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.8% | +3.1% | -1.3% | +0.7% |
| 30D | +11.8% | +1.8% | +10.1% | +10.9% |
| 3M | +17.2% | +6.7% | +10.5% | +14.2% |
| 6M | +33.4% | +13.9% | +19.5% | +26.3% |
| YTD | +16.1% | -2.0% | +18.2% | +15.4% |
| 1Y | +19.9% | -5.4% | +25.3% | +20.6% |
| 3Y | +70.1% | +67.4% | +2.7% | +31.6% |
| 5Y | +89.6% | -5.7% | +95.4% | +81.0% |
| 10Y | +568.4% | +338.4% | +230.1% | +268.1% |
| All | +568.4% | +340.4% | +228.1% | +268.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling