-6.1%
MP vs RMD
-6.1%
0.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -3.6% | +3.1% | -6.7% | -4.6% |
| 30D | -21.0% | +1.8% | -22.7% | -21.6% |
| 3M | -33.3% | +6.7% | -40.0% | -34.9% |
| 6M | -45.9% | +13.9% | -59.8% | -48.9% |
| YTD | -27.8% | -2.0% | -25.8% | -28.3% |
| 1Y | -43.2% | -5.4% | -37.8% | -42.8% |
| 3Y | +144.0% | +67.4% | +76.7% | +88.5% |
| 5Y | -6.1% | -5.7% | -0.4% | -13.0% |
| All | -6.1% | -6.1% | 0.0% | -13.0% |
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