+30.0%
MGY vs RMD
+49.9%
-19.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +3.5% | -4.4% | +8.0% | +4.1% |
| 30D | +5.3% | -3.1% | +8.4% | +5.6% |
| 3M | +2.6% | +13.8% | -11.1% | +0.2% |
| 6M | -3.3% | -8.6% | +5.3% | -2.1% |
| YTD | +29.2% | -8.6% | +37.9% | +30.8% |
| 1Y | +18.0% | -19.7% | +37.7% | +22.1% |
| 3Y | +30.0% | +48.4% | -18.4% | +20.7% |
| All | +30.0% | +49.9% | -19.9% | +20.7% |
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