+578.8%
MS vs RMD
+360.8%
+218.1%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.1% |
| 7D | +0.7% | +1.2% | -0.5% | +0.3% |
| 30D | -0.9% | +2.5% | -3.4% | -1.9% |
| 3M | -13.0% | +11.5% | -24.5% | -16.4% |
| 6M | -2.0% | +14.7% | -16.7% | -7.4% |
| YTD | +7.8% | -1.3% | +9.1% | +7.0% |
| 1Y | +17.9% | -5.3% | +23.1% | +18.5% |
| 3Y | +174.8% | +68.8% | +106.0% | +116.0% |
| 5Y | +119.9% | -5.9% | +125.7% | +110.3% |
| 10Y | +578.8% | +348.7% | +230.2% | +305.9% |
| All | +578.8% | +360.8% | +218.1% | +305.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling