-3.5%
MSFU vs RMD
-1.9%
-1.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.5% | +5.9% | +7.6% | +12.8% |
| 7D | +8.2% | -3.9% | +12.0% | +8.1% |
| 30D | +10.2% | +7.9% | +2.3% | +9.7% |
| 3M | +22.9% | +8.1% | +14.8% | +22.4% |
| 6M | +63.2% | +15.5% | +47.7% | +61.9% |
| YTD | +11.7% | +0.7% | +11.1% | +12.8% |
| 1Y | -3.5% | -1.4% | -2.1% | -4.0% |
| All | -3.5% | -1.9% | -1.6% | -4.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling