+258.1%
MTZ vs RMD
+57.4%
+200.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -1.7% | +11.2% | +9.6% |
| 7D | -6.4% | +2.3% | -8.8% | -6.6% |
| 30D | -22.1% | +4.1% | -26.2% | -22.7% |
| 3M | -32.7% | +5.7% | -38.4% | -33.6% |
| 6M | -59.8% | +12.9% | -72.7% | -61.1% |
| YTD | -19.9% | -1.5% | -18.4% | -19.9% |
| 1Y | -11.5% | -4.8% | -6.7% | -10.6% |
| 3Y | +258.1% | +57.5% | +200.6% | +169.7% |
| All | +258.1% | +57.4% | +200.7% | +169.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling