+73.1%
MA vs RMD
-19.3%
+92.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -2.7% | -5.0% | +2.3% | -1.5% |
| 30D | +1.5% | +2.2% | -0.7% | +0.9% |
| 3M | +20.4% | +17.8% | +2.6% | +15.4% |
| 6M | +11.1% | -11.3% | +22.5% | +13.9% |
| YTD | +2.0% | -4.4% | +6.4% | +2.3% |
| 1Y | -2.2% | -15.7% | +13.6% | +1.2% |
| 3Y | +41.9% | +47.7% | -5.9% | +23.1% |
| All | +73.1% | -19.3% | +92.4% | +77.1% |
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 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