+605.8%
MSCI vs RMD
+265.7%
+340.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -2.5% |
| 7D | -2.1% | -4.5% | +2.4% | -0.3% |
| 30D | -1.7% | +4.6% | -6.3% | -3.6% |
| 3M | -8.2% | +14.8% | -23.0% | -13.5% |
| 6M | -2.4% | -12.1% | +9.6% | +1.7% |
| YTD | -2.8% | -7.5% | +4.7% | -0.9% |
| 1Y | -2.7% | -20.1% | +17.4% | +5.0% |
| 3Y | +7.3% | +53.9% | -46.6% | -17.5% |
| 5Y | -11.4% | -22.2% | +10.8% | -7.9% |
| 10Y | +605.8% | +268.2% | +337.6% | +313.7% |
| All | +605.8% | +265.7% | +340.2% | +313.7% |
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