+791.6%
MOD vs RMD
-6.1%
+797.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.8% |
| 7D | -17.8% | +3.1% | -20.9% | -18.7% |
| 30D | -43.2% | +1.8% | -45.0% | -43.7% |
| 3M | -46.0% | +6.7% | -52.7% | -47.3% |
| 6M | -62.2% | +13.9% | -76.1% | -64.2% |
| YTD | -22.8% | -2.0% | -20.8% | -23.3% |
| 1Y | -35.5% | -5.4% | -30.1% | -35.1% |
| 3Y | +128.2% | +67.4% | +60.9% | +90.5% |
| 5Y | +791.6% | -5.7% | +797.3% | +731.9% |
| All | +791.6% | -6.1% | +797.7% | +731.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling