+215.7%
MXL vs RMD
+51.0%
+164.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +7.6% |
| 7D | +19.0% | -4.7% | +23.7% | +19.2% |
| 30D | +4.5% | +0.2% | +4.2% | +4.5% |
| 3M | -1.5% | +12.0% | -13.5% | -3.3% |
| 6M | +348.6% | -12.5% | +361.2% | +366.4% |
| YTD | +310.3% | -7.9% | +318.2% | +320.6% |
| 1Y | +344.7% | -20.4% | +365.1% | +373.1% |
| All | +215.7% | +51.0% | +164.7% | +169.1% |
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