+32.8%
MXL vs RMD
-22.7%
+55.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -3.0% |
| 7D | +16.6% | -4.2% | +20.8% | +17.8% |
| 30D | +0.5% | -2.1% | +2.5% | +0.8% |
| 3M | -3.6% | +13.8% | -17.4% | -9.2% |
| 6M | +328.0% | -10.6% | +338.6% | +338.8% |
| YTD | +297.8% | -8.1% | +305.9% | +302.7% |
| 1Y | +339.4% | -18.0% | +357.4% | +365.6% |
| 3Y | +201.7% | +52.9% | +148.9% | +126.6% |
| 5Y | +32.8% | -22.3% | +55.0% | +36.7% |
| All | +32.8% | -22.7% | +55.5% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling