+596.9%
MSI vs RMD
+269.7%
+327.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -4.0% | -4.7% | +0.8% | -2.7% |
| 30D | -0.5% | +0.2% | -0.7% | -0.6% |
| 3M | +11.4% | +12.0% | -0.6% | +7.5% |
| 6M | +1.0% | -12.5% | +13.5% | +4.1% |
| YTD | +20.7% | -7.9% | +28.6% | +22.2% |
| 1Y | -2.7% | -20.4% | +17.7% | +2.6% |
| 3Y | +68.2% | +53.1% | +15.1% | +39.1% |
| 5Y | +100.0% | -22.1% | +122.1% | +104.1% |
| 10Y | +596.9% | +275.4% | +321.5% | +333.3% |
| All | +596.9% | +269.7% | +327.2% | +333.3% |
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