+267.3%
MP vs RMD
+42.8%
+224.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.1% | +0.2% |
| 7D | +2.3% | -0.8% | +3.1% | +2.5% |
| 30D | -15.3% | +1.7% | -17.0% | -15.8% |
| 3M | -33.5% | +6.4% | -39.9% | -34.9% |
| 6M | -45.5% | +20.7% | -66.2% | -49.2% |
| YTD | -27.3% | -0.2% | -27.1% | -28.1% |
| 1Y | -40.7% | -4.5% | -36.2% | -40.5% |
| 3Y | +145.9% | +70.5% | +75.3% | +97.1% |
| 5Y | -13.9% | -1.6% | -12.3% | -19.5% |
| All | +267.3% | +42.8% | +224.5% | +209.1% |
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