+1,062.5%
MAS vs RMD
+36,837.6%
-35,775.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -0.8% | -5.0% | +4.2% | +0.3% |
| 30D | -5.6% | +2.2% | -7.8% | -6.1% |
| 3M | +4.4% | +17.8% | -13.4% | +0.6% |
| 6M | +7.2% | -11.3% | +18.5% | +9.6% |
| YTD | +16.1% | -4.4% | +20.5% | +16.6% |
| 1Y | +0.1% | -15.7% | +15.8% | +3.2% |
| 3Y | +28.3% | +47.7% | -19.4% | +15.7% |
| 5Y | +30.5% | -19.2% | +49.7% | +32.0% |
| 10Y | +139.1% | +280.4% | -141.3% | +75.0% |
| All | +1,062.5% | +36,837.6% | -35,775.1% | +454.5% |
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