+82.0%
MET vs RMD
-21.0%
+103.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -1.6% |
| 7D | +1.1% | -4.5% | +5.6% | +2.0% |
| 30D | -2.3% | +4.6% | -6.9% | -3.2% |
| 3M | +13.9% | +14.8% | -0.9% | +10.7% |
| 6M | +34.8% | -12.1% | +46.9% | +37.5% |
| YTD | +23.5% | -7.5% | +31.0% | +24.7% |
| 1Y | +23.4% | -20.1% | +43.5% | +27.8% |
| 3Y | +64.9% | +53.9% | +11.0% | +46.9% |
| 5Y | +82.0% | -22.2% | +104.3% | +70.1% |
| All | +82.0% | -21.0% | +103.0% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling