+1,288.3%
MAS vs RMD
+38,804.6%
-37,516.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.9% | -0.3% | +4.4% |
| 7D | +14.2% | -3.9% | +18.0% | +15.0% |
| 30D | +26.8% | +7.9% | +18.9% | +24.7% |
| 3M | +13.1% | +8.1% | +5.0% | +11.0% |
| 6M | +27.9% | +15.5% | +12.4% | +23.5% |
| YTD | +38.7% | +0.7% | +38.0% | +37.6% |
| 1Y | +40.4% | -1.4% | +41.7% | +39.8% |
| 3Y | +66.1% | +62.1% | +4.0% | +46.9% |
| 5Y | +47.4% | -4.2% | +51.6% | +44.0% |
| 10Y | +238.3% | +367.9% | -129.6% | +137.7% |
| All | +1,288.3% | +38,804.6% | -37,516.3% | +554.2% |
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