+2,170.8%
OMC vs RMD
+36,837.6%
-34,666.9%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | -6.4% | -5.0% | -1.4% | -5.6% |
| 30D | +1.1% | +2.2% | -1.1% | +0.6% |
| 3M | +10.4% | +17.8% | -7.4% | +7.2% |
| 6M | -1.7% | -11.3% | +9.6% | +0.1% |
| YTD | +4.4% | -4.4% | +8.9% | +4.9% |
| 1Y | +8.4% | -15.7% | +24.2% | +11.3% |
| 3Y | +14.4% | +47.7% | -33.4% | +5.3% |
| 5Y | +33.9% | -19.2% | +53.1% | +34.7% |
| 10Y | +34.9% | +280.4% | -245.5% | +4.0% |
| All | +2,170.8% | +36,837.6% | -34,666.9% | +1,082.0% |
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