+99.8%
MNST vs RMD
-7.7%
+107.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.9% |
| 7D | +1.6% | +2.1% | -0.5% | +1.1% |
| 30D | +5.1% | +2.1% | +3.0% | +4.4% |
| 3M | -0.5% | +6.2% | -6.7% | -2.1% |
| 6M | +8.1% | +19.4% | -11.3% | +3.2% |
| YTD | +21.2% | +0.5% | +20.7% | +19.9% |
| 1Y | +30.7% | -3.9% | +34.7% | +30.7% |
| 3Y | +67.3% | +72.5% | -5.2% | +33.1% |
| All | +99.8% | -7.7% | +107.5% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling