-7.0%
MOS vs RMD
-2.0%
-5.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | +21.6% | +2.3% | +19.3% | +21.1% |
| 30D | +12.0% | +4.1% | +7.8% | +11.0% |
| 3M | -3.9% | +5.7% | -9.6% | -5.1% |
| 6M | -3.3% | +12.9% | -16.2% | -4.6% |
| YTD | -4.6% | -1.5% | -3.1% | -6.9% |
| 1Y | -7.0% | -4.8% | -2.2% | -8.6% |
| All | -7.0% | -2.0% | -5.0% | -8.6% |
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 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