+3,214.7%
MAR vs RMD
+13,930.7%
-10,716.0%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.2% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | +16.2% | +1.7% | +14.5% | +15.6% |
| 3M | +23.1% | +6.4% | +16.7% | +21.1% |
| 6M | +22.0% | +20.7% | +1.2% | +16.5% |
| YTD | +39.2% | -0.2% | +39.3% | +38.1% |
| 1Y | +48.3% | -4.5% | +52.8% | +48.6% |
| 3Y | +123.4% | +70.5% | +52.8% | +94.5% |
| 5Y | +185.4% | -1.6% | +187.0% | +175.8% |
| 10Y | +539.2% | +342.7% | +196.5% | +331.4% |
| All | +3,214.7% | +13,930.7% | -10,716.0% | +1,334.5% |
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