+1,565.3%
MMM vs RMD
+36,837.6%
-35,272.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.3% | -5.0% | +1.7% | -2.7% |
| 30D | -7.0% | +2.2% | -9.2% | -7.3% |
| 3M | +10.8% | +17.8% | -7.0% | +8.4% |
| 6M | +5.8% | -11.3% | +17.1% | +7.1% |
| YTD | +6.8% | -4.4% | +11.2% | +7.0% |
| 1Y | +10.4% | -15.7% | +26.1% | +12.4% |
| 3Y | +104.7% | +47.7% | +56.9% | +92.0% |
| 5Y | +23.6% | -19.2% | +42.8% | +23.8% |
| 10Y | +54.1% | +280.4% | -226.3% | +28.2% |
| All | +1,565.3% | +36,837.6% | -35,272.4% | +1,046.1% |
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