+1,010.1%
MDB vs RMD
+208.1%
+802.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -1.9% |
| 7D | -18.0% | -4.5% | -13.6% | -16.1% |
| 30D | -10.7% | +4.6% | -15.3% | -12.6% |
| 3M | +1.0% | +14.8% | -13.8% | -6.3% |
| 6M | +31.6% | -12.1% | +43.7% | +38.9% |
| YTD | -15.2% | -7.5% | -7.7% | -13.6% |
| 1Y | +10.1% | -20.1% | +30.2% | +20.8% |
| 3Y | -5.6% | +53.9% | -59.5% | -34.1% |
| 5Y | -24.5% | -22.2% | -2.3% | -20.8% |
| All | +1,010.1% | +208.1% | +802.0% | +507.8% |
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