+124.3%
MOD vs RMD
+60.1%
+64.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.5% | -6.8% | -7.2% |
| 7D | -34.2% | -5.3% | -28.8% | -33.5% |
| 30D | -51.9% | +8.4% | -60.3% | -52.7% |
| 3M | -53.0% | +7.1% | -60.2% | -53.9% |
| 6M | -66.4% | +15.8% | -82.1% | -67.9% |
| YTD | -31.5% | +0.2% | -31.7% | -31.4% |
| 1Y | -39.6% | -1.4% | -38.2% | -39.0% |
| All | +124.3% | +60.1% | +64.2% | +99.2% |
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