+1,282.6%
MET vs RMD
+3,368.9%
-2,086.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.0% |
| 7D | +1.8% | +3.1% | -1.3% | +0.7% |
| 30D | +4.8% | +1.8% | +3.0% | +3.9% |
| 3M | +6.2% | +6.7% | -0.5% | +3.5% |
| 6M | +33.8% | +13.9% | +19.9% | +26.9% |
| YTD | +33.3% | -2.0% | +35.3% | +32.4% |
| 1Y | +36.3% | -5.4% | +41.7% | +37.0% |
| 3Y | +84.6% | +67.4% | +17.2% | +46.6% |
| 5Y | +87.7% | -5.7% | +93.4% | +76.6% |
| 10Y | +198.0% | +338.4% | -140.4% | +56.3% |
| All | +1,282.6% | +3,368.9% | -2,086.3% | +343.2% |
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