+2,342.9%
OMC vs RMD
+38,753.6%
-36,410.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | +1.9% | +2.1% | -0.2% | +1.5% |
| 30D | +12.2% | +2.1% | +10.1% | +11.7% |
| 3M | +0.6% | +6.2% | -5.6% | -0.5% |
| 6M | +21.0% | +19.4% | +1.6% | +17.1% |
| YTD | +12.4% | +0.5% | +11.8% | +11.8% |
| 1Y | +25.4% | -3.9% | +29.4% | +25.8% |
| 3Y | +29.2% | +72.5% | -43.4% | +16.0% |
| 5Y | +52.6% | -1.5% | +54.1% | +48.6% |
| 10Y | +53.6% | +345.8% | -292.1% | +15.5% |
| All | +2,342.9% | +38,753.6% | -36,410.7% | +1,159.6% |
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