+153.3%
MP vs RMD
+51.0%
+102.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | -2.9% | -5.0% | +2.1% | -1.9% |
| 30D | +13.8% | +2.2% | +11.6% | +13.2% |
| 3M | -16.7% | +17.8% | -34.5% | -20.2% |
| 6M | -11.5% | -11.3% | -0.2% | -8.1% |
| YTD | +7.9% | -4.4% | +12.4% | +9.3% |
| 1Y | -15.0% | -15.7% | +0.7% | -10.9% |
| All | +153.3% | +51.0% | +102.3% | +116.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling