-19.0%
MSFU vs RMD
-20.7%
+1.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -2.3% | -4.7% | +2.4% | -2.2% |
| 30D | -6.3% | +0.2% | -6.5% | -6.0% |
| 3M | +40.0% | +12.0% | +27.9% | +40.3% |
| 6M | +30.1% | -12.5% | +42.6% | +27.9% |
| YTD | -10.3% | -7.9% | -2.4% | -10.1% |
| 1Y | -19.0% | -20.4% | +1.4% | -17.4% |
| All | -19.0% | -20.7% | +1.7% | -17.4% |
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