+64.9%
MET vs RMD
+52.4%
+12.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.7% |
| 7D | +1.1% | -4.5% | +5.6% | +1.8% |
| 30D | -2.3% | +4.6% | -6.9% | -3.0% |
| 3M | +13.9% | +14.8% | -0.9% | +11.6% |
| 6M | +34.8% | -12.1% | +46.9% | +36.6% |
| YTD | +23.5% | -7.5% | +31.0% | +24.3% |
| 1Y | +23.4% | -20.1% | +43.5% | +26.2% |
| 3Y | +64.9% | +53.9% | +11.0% | +59.7% |
| All | +64.9% | +52.4% | +12.5% | +59.7% |
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