+10.1%
MDB vs RMD
-19.2%
+29.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.2% | -0.3% | -3.1% |
| 7D | -18.0% | -4.5% | -13.6% | -17.6% |
| 30D | -10.7% | +4.6% | -15.3% | -10.6% |
| 3M | +1.0% | +14.8% | -13.8% | +1.3% |
| 6M | +31.6% | -12.1% | +43.7% | +34.3% |
| YTD | -15.2% | -7.5% | -7.7% | -15.2% |
| 1Y | +10.1% | -20.1% | +30.2% | +11.6% |
| All | +10.1% | -19.2% | +29.3% | +11.6% |
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