-15.6%
MOS vs RMD
-1.9%
-13.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.4% | +5.9% | +11.5% | +16.5% |
| 7D | +17.9% | -3.9% | +21.8% | +17.4% |
| 30D | +1.6% | +7.9% | -6.4% | +0.3% |
| 3M | -4.0% | +8.1% | -12.1% | -5.4% |
| 6M | -4.1% | +15.5% | -19.6% | -5.6% |
| YTD | -7.8% | +0.7% | -8.5% | -10.1% |
| 1Y | -15.6% | -1.4% | -14.2% | -17.2% |
| All | -15.6% | -1.9% | -13.7% | -17.2% |
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 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