+44.4%
MAS vs RMD
-4.0%
+48.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | -0.5% |
| 7D | -1.8% | -0.8% | -1.0% | -1.6% |
| 30D | +23.6% | +1.7% | +21.9% | +22.7% |
| 3M | +12.4% | +6.4% | +6.0% | +9.9% |
| 6M | +21.9% | +20.7% | +1.1% | +13.6% |
| YTD | +36.1% | -0.2% | +36.3% | +34.6% |
| 1Y | +39.5% | -4.5% | +44.0% | +39.9% |
| 3Y | +59.1% | +70.5% | -11.4% | +25.5% |
| 5Y | +44.4% | -1.6% | +46.0% | +38.5% |
| All | +44.4% | -4.0% | +48.4% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling