+76.3%
MSFU vs RMD
+7.3%
+69.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -4.1% |
| 7D | -5.7% | -5.0% | -0.7% | -4.5% |
| 30D | +4.2% | +2.2% | +2.0% | +3.6% |
| 3M | +27.9% | +17.8% | +10.1% | +22.6% |
| 6M | +37.1% | -11.3% | +48.5% | +41.0% |
| YTD | -7.4% | -4.4% | -3.0% | -6.9% |
| 1Y | -19.6% | -15.7% | -3.9% | -16.5% |
| 3Y | +33.2% | +47.7% | -14.5% | +12.9% |
| All | +76.3% | +7.3% | +69.0% | +69.9% |
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