+31.1%
OMC vs RMD
+274.3%
-243.2%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -4.4% | -4.4% | 0.0% | -3.2% |
| 30D | -7.6% | -3.1% | -4.5% | -6.9% |
| 3M | +4.5% | +13.8% | -9.3% | +0.9% |
| 6M | -0.3% | -8.6% | +8.3% | +1.6% |
| YTD | -0.1% | -8.6% | +8.5% | +1.7% |
| 1Y | +4.6% | -19.7% | +24.3% | +10.0% |
| 3Y | +10.5% | +48.4% | -37.9% | -3.0% |
| 5Y | +31.7% | -22.7% | +54.4% | +34.8% |
| All | +31.1% | +274.3% | -243.2% | -5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling