+642.2%
MPC vs RMD
-19.3%
+661.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +5.4% | -5.0% | +10.4% | +6.2% |
| 30D | +31.0% | +2.2% | +28.7% | +30.5% |
| 3M | +46.0% | +17.8% | +28.2% | +42.1% |
| 6M | +77.3% | -11.3% | +88.6% | +80.2% |
| YTD | +141.9% | -4.4% | +146.3% | +142.8% |
| 1Y | +120.9% | -15.7% | +136.6% | +126.1% |
| 3Y | +182.7% | +47.7% | +134.9% | +162.5% |
| All | +642.2% | -19.3% | +661.5% | +587.9% |
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