+62.8%
META vs RMD
-19.3%
+82.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +6.7% | -5.0% | +11.7% | +8.5% |
| 30D | +4.8% | +2.2% | +2.5% | +3.8% |
| 3M | -1.6% | +17.8% | -19.5% | -7.3% |
| 6M | -7.5% | -11.3% | +3.9% | -4.2% |
| YTD | -6.4% | -4.4% | -2.0% | -5.9% |
| 1Y | -17.3% | -15.7% | -1.6% | -13.3% |
| 3Y | +109.9% | +47.7% | +62.2% | +68.8% |
| All | +62.8% | -19.3% | +82.1% | +65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling