+1,285.4%
MET vs RMD
+3,459.1%
-2,173.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +4.5% | +2.1% | +2.4% | +3.7% |
| 30D | +3.5% | +2.1% | +1.5% | +2.6% |
| 3M | +5.9% | +6.2% | -0.3% | +3.4% |
| 6M | +33.1% | +19.4% | +13.7% | +24.2% |
| YTD | +33.6% | +0.5% | +33.0% | +31.6% |
| 1Y | +32.7% | -3.9% | +36.6% | +32.6% |
| 3Y | +85.0% | +72.5% | +12.5% | +45.5% |
| 5Y | +85.6% | -1.5% | +87.1% | +72.1% |
| 10Y | +198.8% | +345.8% | -146.9% | +55.9% |
| All | +1,285.4% | +3,459.1% | -2,173.7% | +340.3% |
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