+90.9%
MDLZ vs RMD
+359.9%
-268.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | +1.7% | +2.3% | -0.7% | +1.1% |
| 30D | +11.2% | +4.1% | +7.1% | +9.9% |
| 3M | +6.1% | +5.7% | +0.4% | +4.4% |
| 6M | +8.6% | +12.9% | -4.3% | +4.9% |
| YTD | +25.8% | -1.5% | +27.4% | +25.0% |
| 1Y | +21.7% | -4.8% | +26.4% | +21.7% |
| 3Y | +5.8% | +57.5% | -51.7% | -9.7% |
| 5Y | +21.4% | -5.5% | +26.9% | +16.8% |
| All | +90.9% | +359.9% | -268.9% | +40.4% |
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