+467.0%
MRNA vs RMD
-18.7%
+485.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +6.4% |
| 7D | -1.1% | -4.4% | +3.3% | +6.4% |
| 30D | +126.1% | -3.1% | +129.3% | +141.4% |
| 3M | +190.0% | +13.8% | +176.3% | +176.0% |
| 6M | +157.2% | -8.6% | +165.8% | +193.9% |
| YTD | +388.2% | -8.6% | +396.8% | +427.3% |
| 1Y | +467.0% | -19.7% | +486.7% | +620.3% |
| All | +467.0% | -18.7% | +485.7% | +620.3% |
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