+864.3%
MSI vs RMD
+36,837.6%
-35,973.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -3.7% | -5.0% | +1.3% | -2.6% |
| 30D | +6.8% | +2.2% | +4.6% | +6.2% |
| 3M | +14.3% | +17.8% | -3.5% | +10.0% |
| 6M | -1.6% | -11.3% | +9.8% | +0.5% |
| YTD | +22.8% | -4.4% | +27.2% | +23.0% |
| 1Y | -1.1% | -15.7% | +14.6% | +1.7% |
| 3Y | +70.5% | +47.7% | +22.7% | +51.2% |
| 5Y | +102.8% | -19.2% | +122.0% | +103.4% |
| 10Y | +597.4% | +280.4% | +317.0% | +391.0% |
| All | +864.3% | +36,837.6% | -35,973.3% | +266.5% |
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