+124.8%
MS vs RMD
-6.1%
+130.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.8% | +3.1% | -2.3% | +0.1% |
| 30D | -0.7% | +1.8% | -2.5% | -1.2% |
| 3M | -12.4% | +6.7% | -19.1% | -14.0% |
| 6M | -1.7% | +13.9% | -15.6% | -5.6% |
| YTD | +8.0% | -2.0% | +10.1% | +8.0% |
| 1Y | +16.2% | -5.4% | +21.6% | +17.2% |
| 3Y | +171.3% | +67.4% | +103.9% | +124.9% |
| 5Y | +124.8% | -5.7% | +130.5% | +119.4% |
| All | +124.8% | -6.1% | +130.9% | +119.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling