+43.5%
MAS vs RMD
-4.5%
+47.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.3% |
| 7D | +4.6% | -5.3% | +9.9% | +6.2% |
| 30D | +19.9% | +8.4% | +11.4% | +16.6% |
| 3M | +8.9% | +7.1% | +1.8% | +6.1% |
| 6M | +20.2% | +15.8% | +4.4% | +13.6% |
| YTD | +33.9% | +0.2% | +33.7% | +32.2% |
| 1Y | +34.7% | -1.4% | +36.0% | +33.6% |
| 3Y | +60.4% | +61.3% | -0.9% | +29.5% |
| 5Y | +43.5% | -3.9% | +47.3% | +38.3% |
| All | +43.5% | -4.5% | +47.9% | +38.3% |
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