+95.1%
META vs RMD
+57.4%
+37.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -0.8% | +2.3% | -3.1% | -1.3% |
| 30D | -15.4% | +4.1% | -19.5% | -16.3% |
| 3M | +3.5% | +5.7% | -2.2% | +1.9% |
| 6M | -0.3% | +12.9% | -13.2% | -3.5% |
| YTD | -7.3% | -1.5% | -5.8% | -8.1% |
| 1Y | -1.1% | -4.8% | +3.7% | -1.3% |
| 3Y | +95.1% | +57.5% | +37.6% | +83.8% |
| All | +95.1% | +57.4% | +37.6% | +83.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling