+1,763.5%
MMM vs RMD
+38,033.0%
-36,269.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +5.8% | +1.2% | +4.6% | +5.6% |
| 30D | +17.9% | +2.5% | +15.4% | +17.6% |
| 3M | +3.6% | +11.5% | -8.0% | +2.1% |
| 6M | +32.9% | +14.7% | +18.2% | +30.3% |
| YTD | +19.5% | -1.3% | +20.8% | +19.3% |
| 1Y | +16.5% | -5.3% | +21.8% | +16.9% |
| 3Y | +167.2% | +68.8% | +98.4% | +146.6% |
| 5Y | +48.2% | -5.9% | +54.1% | +45.9% |
| 10Y | +83.0% | +348.7% | -265.7% | +49.6% |
| All | +1,763.5% | +38,033.0% | -36,269.5% | +1,177.1% |
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