+8.2%
MOS vs RMD
+279.4%
-271.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +9.5% | -5.0% | +14.5% | +10.8% |
| 30D | +10.4% | +2.2% | +8.2% | +9.8% |
| 3M | +12.9% | +17.8% | -5.0% | +8.3% |
| 6M | +1.2% | -11.3% | +12.6% | +3.6% |
| YTD | +9.3% | -4.4% | +13.7% | +9.6% |
| 1Y | -18.0% | -15.7% | -2.3% | -15.3% |
| 3Y | -29.0% | +47.7% | -76.8% | -37.9% |
| 5Y | -9.6% | -19.2% | +9.6% | -8.9% |
| All | +8.2% | +279.4% | -271.2% | -33.2% |
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 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