+2,692.5%
MRSH vs RMD
+35,478.9%
-32,786.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -5.9% | -4.7% | -1.1% | -5.1% |
| 30D | -7.3% | +0.2% | -7.6% | -7.4% |
| 3M | +7.4% | +12.0% | -4.6% | +5.3% |
| 6M | -0.7% | -12.5% | +11.9% | +1.2% |
| YTD | -3.2% | -7.9% | +4.8% | -2.3% |
| 1Y | -10.6% | -20.4% | +9.8% | -7.7% |
| 3Y | -4.6% | +53.1% | -57.7% | -13.4% |
| 5Y | +19.3% | -22.1% | +41.4% | +20.2% |
| 10Y | +217.3% | +275.4% | -58.2% | +144.6% |
| All | +2,692.5% | +35,478.9% | -32,786.4% | +1,395.1% |
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