+1,527.5%
META vs RMD
+759.0%
+768.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | +6.7% | -5.0% | +11.7% | +8.4% |
| 30D | +4.8% | +2.2% | +2.5% | +3.8% |
| 3M | -1.6% | +17.8% | -19.5% | -7.1% |
| 6M | -7.5% | -11.3% | +3.9% | -4.3% |
| YTD | -6.4% | -4.4% | -2.0% | -5.9% |
| 1Y | -17.3% | -15.7% | -1.6% | -13.5% |
| 3Y | +109.9% | +47.7% | +62.2% | +75.4% |
| 5Y | +65.4% | -19.2% | +84.6% | +67.4% |
| 10Y | +391.8% | +280.4% | +111.4% | +199.4% |
| All | +1,527.5% | +759.0% | +768.5% | +673.1% |
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 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