+1,079.5%
MPC vs RMD
+350.6%
+728.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | -16.2% | +2.3% | -18.5% | -16.8% |
| 30D | -15.7% | +4.1% | -19.8% | -17.0% |
| 3M | +24.9% | +5.7% | +19.2% | +22.4% |
| 6M | +52.7% | +12.9% | +39.8% | +46.1% |
| YTD | +131.9% | -1.5% | +133.4% | +129.5% |
| 1Y | +96.6% | -4.8% | +101.4% | +96.3% |
| 3Y | +163.8% | +57.5% | +106.3% | +121.1% |
| 5Y | +533.1% | -5.5% | +538.6% | +505.9% |
| All | +1,079.5% | +350.6% | +728.8% | +658.1% |
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