+34.1%
MSCI vs RMD
+57.4%
-23.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.9% |
| 7D | +2.8% | +2.3% | +0.5% | +2.4% |
| 30D | +15.4% | +4.1% | +11.3% | +14.4% |
| 3M | +13.4% | +5.7% | +7.7% | +12.0% |
| 6M | +10.9% | +12.9% | -2.0% | +7.8% |
| YTD | +13.0% | -1.5% | +14.5% | +12.8% |
| 1Y | +12.0% | -4.8% | +16.8% | +12.5% |
| 3Y | +34.1% | +57.5% | -23.4% | +21.8% |
| All | +34.1% | +57.4% | -23.3% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling