+41,132.7%
RMD vs MDY
+2,632.1%
+38,500.6%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | +2.2% | -1.5% | +3.7% | +3.2% |
| 3M | +17.8% | +0.8% | +17.1% | +17.0% |
| 6M | -11.3% | +7.4% | -18.8% | -15.9% |
| YTD | -4.4% | +15.2% | -19.6% | -13.7% |
| 1Y | -15.7% | +16.5% | -32.3% | -24.6% |
| 3Y | +47.7% | +46.8% | +1.0% | +11.4% |
| 5Y | -19.2% | +46.0% | -65.3% | -39.4% |
| 10Y | +280.4% | +172.1% | +108.3% | +79.2% |
| All | +41,132.7% | +2,632.1% | +38,500.6% | +4,352.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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