-86.8%
MSTU vs RMD
-3.6%
-83.3%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -3.2% | -5.4% | -6.1% |
| 7D | +16.1% | -4.5% | +20.6% | +20.4% |
| 30D | +68.7% | +4.6% | +64.1% | +64.0% |
| 3M | -11.0% | +14.8% | -25.8% | -21.5% |
| 6M | -33.4% | -12.1% | -21.3% | -23.8% |
| YTD | -59.5% | -7.5% | -52.0% | -55.7% |
| 1Y | -93.4% | -20.1% | -73.3% | -91.6% |
| All | -86.8% | -3.6% | -83.3% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling