+61.7%
MAS vs RMD
+60.1%
+1.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.3% |
| 7D | +4.6% | -5.3% | +9.9% | +5.9% |
| 30D | +19.9% | +8.4% | +11.4% | +17.2% |
| 3M | +8.9% | +7.1% | +1.8% | +6.6% |
| 6M | +20.2% | +15.8% | +4.4% | +14.8% |
| YTD | +33.9% | +0.2% | +33.7% | +32.3% |
| 1Y | +34.7% | -1.4% | +36.0% | +33.6% |
| All | +61.7% | +60.1% | +1.6% | +40.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling