+629.1%
MRNA vs RMD
+111.3%
+517.8%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.1% |
| 7D | -10.1% | -4.7% | -5.3% | -8.0% |
| 30D | +126.7% | +0.2% | +126.5% | +129.6% |
| 3M | +184.1% | +12.0% | +172.1% | +175.0% |
| 6M | +143.3% | -12.5% | +155.8% | +157.5% |
| YTD | +359.9% | -7.9% | +367.8% | +377.2% |
| 1Y | +454.2% | -20.4% | +474.6% | +506.9% |
| 3Y | +26.0% | +53.1% | -27.1% | +7.7% |
| 5Y | -70.3% | -22.1% | -48.1% | -68.7% |
| All | +629.1% | +111.3% | +517.8% | +473.0% |
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