+321.2%
MOD vs RMD
+51.0%
+270.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +9.6% | -5.0% | +14.6% | +10.7% |
| 30D | 0.0% | +2.2% | -2.2% | -0.6% |
| 3M | -35.4% | +17.8% | -53.2% | -38.6% |
| 6M | -7.3% | -11.3% | +4.1% | -3.4% |
| YTD | +45.8% | -4.4% | +50.2% | +47.6% |
| 1Y | +43.1% | -15.7% | +58.9% | +50.9% |
| All | +321.2% | +51.0% | +270.1% | +284.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling