+205.8%
MCD vs RMD
+359.9%
-154.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | -0.2% |
| 7D | +7.1% | +2.3% | +4.8% | +6.7% |
| 30D | +19.8% | +4.1% | +15.6% | +18.8% |
| 3M | +0.8% | +5.7% | -4.9% | -0.4% |
| 6M | -1.3% | +12.9% | -14.2% | -4.0% |
| YTD | -7.8% | -1.5% | -6.2% | -8.1% |
| 1Y | -5.0% | -4.8% | -0.2% | -4.8% |
| 3Y | +10.5% | +57.5% | -46.9% | -2.2% |
| 5Y | +22.0% | -5.5% | +27.5% | +18.5% |
| All | +205.8% | +359.9% | -154.1% | +135.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling