+499.5%
MRNA vs RMD
-14.6%
+514.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.6% |
| 7D | +5.5% | -5.0% | +10.5% | +13.8% |
| 30D | +158.7% | +2.2% | +156.5% | +154.7% |
| 3M | +182.1% | +17.8% | +164.3% | +151.2% |
| 6M | +151.8% | -11.3% | +163.2% | +185.4% |
| YTD | +393.6% | -4.4% | +398.0% | +397.6% |
| 1Y | +499.5% | -15.7% | +515.2% | +597.8% |
| All | +499.5% | -14.6% | +514.1% | +597.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling