-3.5%
MCD vs RMD
-4.7%
+1.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +5.9% | +1.2% | +4.7% | +5.6% |
| 30D | +19.6% | +2.5% | +17.2% | +18.9% |
| 3M | +3.3% | +11.5% | -8.3% | +1.1% |
| 6M | +3.5% | +14.7% | -11.2% | +0.7% |
| YTD | -6.1% | -1.3% | -4.8% | -8.6% |
| All | -3.5% | -4.7% | +1.2% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling