+78.6%
MOS vs RMD
+35,656.8%
-35,578.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.2% | +5.8% | +3.2% |
| 7D | +7.1% | -4.5% | +11.5% | +8.0% |
| 30D | +15.0% | +4.6% | +10.5% | +14.0% |
| 3M | +24.1% | +14.8% | +9.3% | +20.5% |
| 6M | +2.7% | -12.1% | +14.8% | +4.7% |
| YTD | +12.2% | -7.5% | +19.7% | +13.1% |
| 1Y | -16.3% | -20.1% | +3.8% | -13.2% |
| 3Y | -23.3% | +53.9% | -77.2% | -31.3% |
| 5Y | -4.2% | -22.2% | +18.0% | -3.3% |
| 10Y | +12.6% | +268.2% | -255.7% | -17.4% |
| All | +78.6% | +35,656.8% | -35,578.2% | -21.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling