+51.6%
MOS vs RMD
+38,610.5%
-38,558.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.8% | +3.4% |
| 7D | +22.5% | -5.3% | +27.8% | +23.8% |
| 30D | +6.6% | +8.4% | -1.8% | +4.9% |
| 3M | -3.8% | +7.1% | -10.9% | -5.2% |
| 6M | -2.2% | +15.8% | -18.0% | -5.4% |
| YTD | -4.8% | +0.2% | -4.9% | -5.5% |
| 1Y | -11.7% | -1.4% | -10.3% | -12.2% |
| 3Y | -26.5% | +61.3% | -87.8% | -34.6% |
| 5Y | -32.2% | -3.9% | -28.3% | -34.3% |
| 10Y | +10.2% | +365.6% | -355.4% | -22.5% |
| All | +51.6% | +38,610.5% | -38,558.9% | -34.7% |
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