+297.0%
MXL vs RMD
-1.9%
+298.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.9% | -17.0% | -7.2% |
| 7D | -24.3% | -3.9% | -20.5% | -25.4% |
| 30D | -46.1% | +7.9% | -54.0% | -42.2% |
| 3M | -21.8% | +8.1% | -29.9% | -14.5% |
| 6M | -27.2% | +15.5% | -42.7% | -13.1% |
| YTD | +226.2% | +0.7% | +225.5% | +302.7% |
| 1Y | +297.0% | -1.4% | +298.4% | +389.7% |
| All | +297.0% | -1.9% | +298.9% | +389.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling