+1,017.5%
MDB vs RMD
+206.6%
+810.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -4.5% | -4.7% | +0.2% | -2.2% |
| 30D | -14.0% | +0.2% | -14.2% | -14.0% |
| 3M | +5.3% | +12.0% | -6.7% | -1.0% |
| 6M | +31.9% | -12.5% | +44.4% | +39.6% |
| YTD | -14.6% | -7.9% | -6.7% | -12.8% |
| 1Y | +8.2% | -20.4% | +28.6% | +19.0% |
| 3Y | -5.0% | +53.1% | -58.1% | -33.5% |
| 5Y | -24.5% | -22.1% | -2.4% | -20.9% |
| All | +1,017.5% | +206.6% | +810.9% | +513.4% |
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