+15,808.0%
MA vs RMD
+1,195.9%
+14,612.0%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.4% |
| 7D | -1.8% | -0.8% | -1.0% | -1.5% |
| 30D | +11.0% | +1.7% | +9.4% | +10.1% |
| 3M | +17.9% | +6.4% | +11.5% | +14.8% |
| 6M | +33.2% | +20.7% | +12.4% | +23.1% |
| YTD | +16.5% | -0.2% | +16.6% | +14.8% |
| 1Y | +19.1% | -4.5% | +23.6% | +19.3% |
| 3Y | +70.6% | +70.5% | 0.0% | +30.9% |
| 5Y | +92.1% | -1.6% | +93.7% | +78.3% |
| 10Y | +569.6% | +342.7% | +226.9% | +227.7% |
| All | +15,808.0% | +1,195.9% | +14,612.0% | +4,135.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling