+779.7%
MSCI vs RMD
+360.8%
+418.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +1.5% | +1.2% | +0.2% | +1.0% |
| 30D | +14.4% | +2.5% | +11.9% | +13.1% |
| 3M | +15.2% | +11.5% | +3.6% | +9.9% |
| 6M | +11.2% | +14.7% | -3.5% | +4.2% |
| YTD | +13.9% | -1.3% | +15.3% | +12.9% |
| 1Y | +12.5% | -5.3% | +17.8% | +13.2% |
| 3Y | +32.3% | +68.8% | -36.5% | -1.8% |
| 5Y | +4.9% | -5.9% | +10.7% | +0.3% |
| 10Y | +779.7% | +348.7% | +431.0% | +382.9% |
| All | +779.7% | +360.8% | +418.9% | +382.9% |
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