+6,990.4%
MO vs RMD
+36,837.6%
-29,847.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.3% | -5.0% | +5.3% | +0.8% |
| 30D | +0.6% | +2.2% | -1.6% | +0.4% |
| 3M | -1.0% | +17.8% | -18.8% | -2.6% |
| 6M | +4.3% | -11.3% | +15.7% | +5.3% |
| YTD | +23.3% | -4.4% | +27.7% | +23.4% |
| 1Y | +10.5% | -15.7% | +26.2% | +11.8% |
| 3Y | +96.3% | +47.7% | +48.5% | +86.7% |
| 5Y | +98.9% | -19.2% | +118.1% | +98.4% |
| 10Y | +103.6% | +280.4% | -176.8% | +75.3% |
| All | +6,990.4% | +36,837.6% | -29,847.2% | +4,910.9% |
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