+990.6%
MSI vs RMD
+38,033.0%
-37,042.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +8.3% | +1.2% | +7.1% | +8.0% |
| 30D | +18.9% | +2.5% | +16.4% | +18.0% |
| 3M | +13.2% | +11.5% | +1.7% | +10.2% |
| 6M | +38.3% | +14.7% | +23.6% | +33.3% |
| YTD | +38.9% | -1.3% | +40.2% | +37.9% |
| 1Y | +36.7% | -5.3% | +42.0% | +36.8% |
| 3Y | +76.6% | +68.8% | +7.8% | +52.1% |
| 5Y | +124.5% | -5.9% | +130.3% | +117.5% |
| 10Y | +674.5% | +348.7% | +325.8% | +426.2% |
| All | +990.6% | +38,033.0% | -37,042.4% | +310.7% |
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