+3,168.2%
MAR vs RMD
+14,028.6%
-10,860.4%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +1.6% | +2.1% | -0.5% | +1.2% |
| 30D | +13.8% | +2.1% | +11.7% | +13.1% |
| 3M | +20.3% | +6.2% | +14.0% | +18.4% |
| 6M | +21.3% | +19.4% | +1.9% | +16.2% |
| YTD | +37.2% | +0.5% | +36.7% | +36.0% |
| 1Y | +48.4% | -3.9% | +52.4% | +48.6% |
| 3Y | +120.1% | +72.5% | +47.6% | +91.2% |
| 5Y | +182.1% | -1.5% | +183.6% | +172.5% |
| 10Y | +530.2% | +345.8% | +184.4% | +324.7% |
| All | +3,168.2% | +14,028.6% | -10,860.4% | +1,312.2% |
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