+719.8%
MU vs RMD
-14.6%
+734.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +5.9% |
| 7D | +9.0% | -5.0% | +14.0% | +6.7% |
| 30D | +13.8% | +2.2% | +11.6% | +15.2% |
| 3M | +2.1% | +17.8% | -15.8% | +11.2% |
| 6M | +153.8% | -11.3% | +165.1% | +184.8% |
| YTD | +256.4% | -4.4% | +260.8% | +293.4% |
| 1Y | +719.8% | -15.7% | +735.5% | +868.8% |
| All | +719.8% | -14.6% | +734.4% | +868.8% |
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