-15.1%
MP vs RMD
-5.3%
-9.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.6% | +5.4% |
| 7D | -10.5% | +2.3% | -12.8% | -11.3% |
| 30D | -23.5% | +4.1% | -27.7% | -24.6% |
| 3M | -25.4% | +5.7% | -31.1% | -27.1% |
| 6M | -51.3% | +12.9% | -64.2% | -53.8% |
| YTD | -29.9% | -1.5% | -28.4% | -30.4% |
| 1Y | -31.8% | -4.8% | -27.1% | -31.5% |
| 3Y | +127.0% | +57.5% | +69.5% | +79.7% |
| All | -15.1% | -5.3% | -9.8% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling