+1,757.4%
MDT vs RMD
+38,753.6%
-36,996.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +1.0% | +2.1% | -1.0% | +0.7% |
| 30D | +9.2% | +2.1% | +7.1% | +8.7% |
| 3M | +14.5% | +6.2% | +8.3% | +13.1% |
| 6M | +37.3% | +19.4% | +17.9% | +32.7% |
| YTD | +9.8% | +0.5% | +9.3% | +9.3% |
| 1Y | +10.5% | -3.9% | +14.5% | +10.9% |
| 3Y | +57.4% | +72.5% | -15.1% | +40.1% |
| 5Y | +1.2% | -1.5% | +2.7% | -1.5% |
| 10Y | +63.2% | +345.8% | -282.5% | +21.9% |
| All | +1,757.4% | +38,753.6% | -36,996.1% | +712.8% |
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