-5.9%
MDB vs RMD
+57.4%
-63.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.1% |
| 7D | -11.4% | +2.3% | -13.7% | -11.9% |
| 30D | -13.8% | +4.1% | -18.0% | -14.5% |
| 3M | -15.5% | +5.7% | -21.2% | -16.3% |
| 6M | +17.9% | +12.9% | +5.0% | +15.2% |
| YTD | -25.5% | -1.5% | -23.9% | -25.4% |
| 1Y | -12.1% | -4.8% | -7.3% | -11.4% |
| 3Y | -5.9% | +57.5% | -63.4% | -13.9% |
| All | -5.9% | +57.4% | -63.3% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling