+88.5%
MA vs RMD
-7.7%
+96.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +1.3% | +2.1% | -0.8% | +0.8% |
| 30D | +9.6% | +2.1% | +7.5% | +8.9% |
| 3M | +16.8% | +6.2% | +10.5% | +14.8% |
| 6M | +35.2% | +19.4% | +15.8% | +28.6% |
| YTD | +16.6% | +0.5% | +16.0% | +15.3% |
| 1Y | +19.8% | -3.9% | +23.7% | +19.8% |
| 3Y | +70.7% | +72.5% | -1.8% | +40.7% |
| All | +88.5% | -7.7% | +96.2% | +95.3% |
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 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