+1,049.8%
MDB vs RMD
+218.3%
+831.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.9% |
| 7D | -17.4% | -5.0% | -12.5% | -15.3% |
| 30D | -2.0% | +2.2% | -4.2% | -3.2% |
| 3M | -3.0% | +17.8% | -20.9% | -11.3% |
| 6M | +48.7% | -11.3% | +60.0% | +56.2% |
| YTD | -12.1% | -4.4% | -7.7% | -11.9% |
| 1Y | +14.5% | -15.7% | +30.2% | +22.2% |
| 3Y | -6.1% | +47.7% | -53.9% | -32.5% |
| 5Y | -27.3% | -19.2% | -8.1% | -25.2% |
| All | +1,049.8% | +218.3% | +831.5% | +519.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling