+505.6%
MA vs RMD
+265.7%
+239.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.3% |
| 7D | -1.8% | -4.5% | +2.7% | -0.2% |
| 30D | +1.4% | +4.6% | -3.2% | -0.3% |
| 3M | +17.7% | +14.8% | +3.0% | +11.7% |
| 6M | +9.7% | -12.1% | +21.7% | +13.8% |
| YTD | +0.5% | -7.5% | +8.0% | +2.1% |
| 1Y | -2.1% | -20.1% | +18.0% | +4.6% |
| 3Y | +40.1% | +53.9% | -13.8% | +11.6% |
| 5Y | +67.5% | -22.2% | +89.7% | +73.3% |
| 10Y | +505.6% | +268.2% | +237.4% | +254.4% |
| All | +505.6% | +265.7% | +239.9% | +254.4% |
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 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