+255.6%
MXL vs RMD
+754.9%
-499.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -3.2% | +9.2% | +7.3% |
| 7D | +15.5% | -4.5% | +19.9% | +17.5% |
| 30D | -11.3% | +4.6% | -15.9% | -13.4% |
| 3M | -16.1% | +14.8% | -30.9% | -23.2% |
| 6M | +323.0% | -12.1% | +335.1% | +332.1% |
| YTD | +281.5% | -7.5% | +289.0% | +280.3% |
| 1Y | +319.3% | -20.1% | +339.4% | +346.6% |
| 3Y | +189.4% | +53.9% | +135.5% | +113.9% |
| 5Y | +26.0% | -22.2% | +48.2% | +27.4% |
| 10Y | +243.5% | +268.2% | -24.7% | +56.5% |
| All | +255.6% | +754.9% | -499.3% | -14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling