+1,586.7%
MDT vs RMD
+36,837.6%
-35,250.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +3.2% | -5.0% | +8.2% | +4.2% |
| 30D | +9.5% | +2.2% | +7.3% | +9.0% |
| 3M | +16.0% | +17.8% | -1.9% | +12.4% |
| 6M | +0.2% | -11.3% | +11.5% | +2.3% |
| YTD | -0.3% | -4.4% | +4.1% | +0.3% |
| 1Y | +4.7% | -15.7% | +20.4% | +7.7% |
| 3Y | +26.5% | +47.7% | -21.2% | +15.8% |
| 5Y | -18.2% | -19.2% | +1.0% | -17.5% |
| 10Y | +40.0% | +280.4% | -240.4% | +7.3% |
| All | +1,586.7% | +36,837.6% | -35,250.9% | +645.4% |
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 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