+1,005.6%
MSI vs RMD
+38,484.3%
-37,478.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +1.1% |
| 7D | +7.7% | -0.8% | +8.5% | +7.9% |
| 30D | +19.9% | +1.7% | +18.2% | +19.3% |
| 3M | +14.9% | +6.4% | +8.5% | +13.1% |
| 6M | +37.2% | +20.7% | +16.5% | +30.9% |
| YTD | +40.8% | -0.2% | +40.9% | +39.4% |
| 1Y | +38.1% | -4.5% | +42.6% | +38.0% |
| 3Y | +77.7% | +70.5% | +7.2% | +52.7% |
| 5Y | +129.0% | -1.6% | +130.6% | +119.8% |
| 10Y | +671.3% | +342.7% | +328.6% | +425.4% |
| All | +1,005.6% | +38,484.3% | -37,478.7% | +315.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling