+0.6%
MOS vs RMD
+349.2%
-348.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -1.3% |
| 7D | +5.5% | -0.8% | +6.3% | +5.6% |
| 30D | +21.0% | +1.7% | +19.3% | +20.4% |
| 3M | -0.5% | +6.4% | -6.9% | -2.1% |
| 6M | +6.6% | +20.7% | -14.1% | +1.4% |
| YTD | -2.8% | -0.2% | -2.6% | -3.7% |
| 1Y | -8.1% | -4.5% | -3.6% | -8.0% |
| 3Y | -25.6% | +70.5% | -96.1% | -37.2% |
| 5Y | -29.8% | -1.6% | -28.1% | -32.8% |
| 10Y | +0.6% | +342.7% | -342.1% | -41.0% |
| All | +0.6% | +349.2% | -348.7% | -41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling