+3,101.0%
MPC vs RMD
+812.8%
+2,288.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +5.4% | -5.0% | +10.4% | +7.0% |
| 30D | +31.0% | +2.2% | +28.7% | +29.9% |
| 3M | +46.0% | +17.8% | +28.2% | +37.9% |
| 6M | +77.3% | -11.3% | +88.6% | +82.1% |
| YTD | +141.9% | -4.4% | +146.3% | +142.2% |
| 1Y | +120.9% | -15.7% | +136.6% | +129.9% |
| 3Y | +182.7% | +47.7% | +134.9% | +135.4% |
| 5Y | +646.4% | -19.2% | +665.6% | +647.9% |
| 10Y | +1,138.7% | +280.4% | +858.3% | +547.4% |
| All | +3,101.0% | +812.8% | +2,288.2% | +809.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling