+210.8%
MGY vs RMD
+212.1%
-1.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | +1.5% | -4.7% | +6.2% | +2.6% |
| 30D | +6.8% | +0.2% | +6.6% | +6.6% |
| 3M | +2.6% | +12.0% | -9.4% | -0.7% |
| 6M | -3.1% | -12.5% | +9.4% | -0.8% |
| YTD | +29.4% | -7.9% | +37.3% | +30.8% |
| 1Y | +22.3% | -20.4% | +42.7% | +27.9% |
| 3Y | +26.6% | +53.1% | -26.6% | +9.4% |
| 5Y | +92.1% | -22.1% | +114.2% | +94.4% |
| All | +210.8% | +212.1% | -1.3% | +147.1% |
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