+698.3%
MOD vs RMD
+36,837.6%
-36,139.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +9.6% | -5.0% | +14.6% | +10.8% |
| 30D | 0.0% | +2.2% | -2.2% | -0.7% |
| 3M | -35.4% | +17.8% | -53.2% | -38.4% |
| 6M | -7.3% | -11.3% | +4.1% | -5.7% |
| YTD | +45.8% | -4.4% | +50.2% | +45.3% |
| 1Y | +43.1% | -15.7% | +58.9% | +46.9% |
| 3Y | +297.7% | +47.7% | +249.9% | +253.0% |
| 5Y | +1,478.8% | -19.2% | +1,498.0% | +1,484.4% |
| 10Y | +1,633.4% | +280.4% | +1,353.0% | +1,064.7% |
| All | +698.3% | +36,837.6% | -36,139.3% | +255.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling