+2.7%
META vs RMD
-4.2%
+7.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +3.1% | -0.2% | +3.2% | +3.1% |
| 30D | -18.2% | +1.6% | -19.9% | -18.8% |
| 3M | +7.8% | +6.0% | +1.8% | +5.7% |
| 6M | +3.6% | +17.9% | -14.3% | -2.2% |
| YTD | -5.3% | 0.0% | -5.3% | -7.4% |
| 1Y | +2.7% | -4.5% | +7.3% | +1.9% |
| All | +2.7% | -4.2% | +7.0% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling