+163.8%
MPC vs RMD
+57.4%
+106.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.1% |
| 7D | -16.2% | +2.3% | -18.5% | -16.4% |
| 30D | -15.7% | +4.1% | -19.8% | -16.3% |
| 3M | +24.9% | +5.7% | +19.2% | +23.7% |
| 6M | +52.7% | +12.9% | +39.8% | +49.6% |
| YTD | +131.9% | -1.5% | +133.4% | +131.9% |
| 1Y | +96.6% | -4.8% | +101.4% | +97.6% |
| 3Y | +163.8% | +57.5% | +106.3% | +143.4% |
| All | +163.8% | +57.4% | +106.4% | +143.4% |
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