+739.9%
MTZ vs RMD
+265.7%
+474.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.2% | +7.0% | +4.8% |
| 7D | +3.6% | -4.5% | +8.0% | +5.0% |
| 30D | -9.6% | +4.6% | -14.2% | -11.2% |
| 3M | -31.9% | +14.8% | -46.7% | -36.0% |
| 6M | -13.8% | -12.1% | -1.7% | -11.4% |
| YTD | +13.3% | -7.5% | +20.7% | +13.9% |
| 1Y | +39.3% | -20.1% | +59.3% | +47.3% |
| 3Y | +168.3% | +53.9% | +114.5% | +114.6% |
| 5Y | +166.4% | -22.2% | +188.6% | +169.4% |
| 10Y | +739.9% | +268.2% | +471.7% | +321.2% |
| All | +739.9% | +265.7% | +474.2% | +321.2% |
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