-9.6%
MOS vs RMD
-19.3%
+9.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +9.5% | -5.0% | +14.5% | +10.5% |
| 30D | +10.4% | +2.2% | +8.2% | +9.9% |
| 3M | +12.9% | +17.8% | -5.0% | +9.2% |
| 6M | +1.2% | -11.3% | +12.6% | +3.2% |
| YTD | +9.3% | -4.4% | +13.7% | +9.6% |
| 1Y | -18.0% | -15.7% | -2.3% | -15.7% |
| 3Y | -29.0% | +47.7% | -76.8% | -36.5% |
| All | -9.6% | -19.3% | +9.7% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling