+159.3%
MP vs RMD
+69.3%
+89.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.5% |
| 7D | +9.5% | +2.1% | +7.4% | +9.1% |
| 30D | -3.0% | +2.1% | -5.1% | -3.4% |
| 3M | -30.4% | +6.2% | -36.6% | -31.2% |
| 6M | -39.2% | +19.4% | -58.6% | -41.9% |
| YTD | -23.3% | +0.5% | -23.8% | -23.0% |
| 1Y | -32.6% | -3.9% | -28.7% | -31.5% |
| 3Y | +159.3% | +72.5% | +86.7% | +79.8% |
| All | +159.3% | +69.3% | +89.9% | +79.8% |
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