+785.4%
MSCI vs RMD
+350.6%
+434.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.6% |
| 7D | +2.8% | +2.3% | +0.5% | +1.9% |
| 30D | +15.4% | +4.1% | +11.3% | +13.4% |
| 3M | +13.4% | +5.7% | +7.7% | +10.5% |
| 6M | +10.9% | +12.9% | -2.0% | +4.6% |
| YTD | +13.0% | -1.5% | +14.5% | +12.1% |
| 1Y | +12.0% | -4.8% | +16.8% | +12.5% |
| 3Y | +34.1% | +57.5% | -23.4% | +2.7% |
| 5Y | +3.9% | -5.5% | +9.4% | -0.8% |
| All | +785.4% | +350.6% | +434.8% | +381.8% |
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