-33.5%
MOD vs RMD
-4.7%
-28.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.2% | +9.7% | +9.9% |
| 7D | -13.9% | +1.2% | -15.1% | -12.8% |
| 30D | -41.5% | +2.5% | -44.0% | -40.3% |
| 3M | -45.7% | +11.5% | -57.3% | -43.6% |
| 6M | -61.1% | +14.7% | -75.8% | -58.7% |
| YTD | -20.5% | -1.3% | -19.2% | -12.9% |
| All | -33.5% | -4.7% | -28.8% | -25.3% |
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