+1,209.8%
MET vs RMD
+3,283.6%
-2,073.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.5% |
| 7D | +1.2% | -5.0% | +6.1% | +2.9% |
| 30D | +1.4% | +2.2% | -0.8% | +0.5% |
| 3M | +17.7% | +17.8% | -0.2% | +10.8% |
| 6M | +35.0% | -11.3% | +46.3% | +39.4% |
| YTD | +26.3% | -4.4% | +30.7% | +26.9% |
| 1Y | +22.8% | -15.7% | +38.5% | +28.4% |
| 3Y | +65.9% | +47.7% | +18.2% | +37.3% |
| 5Y | +85.4% | -19.2% | +104.6% | +84.5% |
| 10Y | +253.7% | +280.4% | -26.7% | +95.1% |
| All | +1,209.8% | +3,283.6% | -2,073.8% | +324.5% |
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