-32.6%
MOD vs RMD
-1.9%
-30.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +5.9% | -27.3% | -19.6% |
| 7D | -31.3% | -3.9% | -27.5% | -30.9% |
| 30D | -46.1% | +7.9% | -54.0% | -44.2% |
| 3M | -51.1% | +8.1% | -59.2% | -49.3% |
| 6M | -62.1% | +15.5% | -77.6% | -59.2% |
| YTD | -26.2% | +0.7% | -26.8% | -18.4% |
| 1Y | -32.6% | -1.4% | -31.2% | -23.0% |
| All | -32.6% | -1.9% | -30.7% | -23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling