+1,729.2%
MMM vs RMD
+37,961.8%
-36,232.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | -1.2% |
| 7D | +6.2% | +2.3% | +3.9% | +5.9% |
| 30D | +14.2% | +4.1% | +10.1% | +13.6% |
| 3M | +2.9% | +5.7% | -2.8% | +2.1% |
| 6M | +27.6% | +12.9% | +14.7% | +25.3% |
| YTD | +17.3% | -1.5% | +18.8% | +17.1% |
| 1Y | +15.1% | -4.8% | +19.8% | +15.4% |
| 3Y | +157.1% | +57.5% | +99.6% | +139.4% |
| 5Y | +45.1% | -5.5% | +50.6% | +42.7% |
| 10Y | +83.9% | +357.8% | -273.9% | +50.0% |
| All | +1,729.2% | +37,961.8% | -36,232.7% | +1,153.9% |
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