+92.3%
MA vs RMD
-5.3%
+97.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.1% |
| 7D | +2.3% | +2.3% | 0.0% | +1.7% |
| 30D | +14.7% | +4.1% | +10.5% | +13.4% |
| 3M | +13.5% | +5.7% | +7.8% | +11.7% |
| 6M | +33.1% | +12.9% | +20.2% | +28.4% |
| YTD | +15.1% | -1.5% | +16.6% | +14.4% |
| 1Y | +18.7% | -4.8% | +23.5% | +19.0% |
| 3Y | +72.1% | +57.5% | +14.6% | +46.1% |
| All | +92.3% | -5.3% | +97.6% | +97.1% |
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