+27.4%
MAR vs RMD
-20.1%
+47.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -0.5% | -4.7% | +4.2% | +0.7% |
| 30D | -4.7% | +0.2% | -4.9% | -4.8% |
| 3M | -15.6% | +12.0% | -27.6% | -18.4% |
| 6M | +1.2% | -12.5% | +13.7% | +3.9% |
| YTD | +7.5% | -7.9% | +15.4% | +5.6% |
| All | +27.4% | -20.1% | +47.5% | +29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling