+5,778.3%
MU vs RMD
+265.7%
+5,512.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -0.4% |
| 7D | +7.2% | -4.5% | +11.6% | +9.0% |
| 30D | +14.0% | +4.6% | +9.4% | +11.8% |
| 3M | +5.4% | +14.8% | -9.4% | -2.1% |
| 6M | +170.3% | -12.1% | +182.3% | +179.0% |
| YTD | +250.7% | -7.5% | +258.1% | +251.9% |
| 1Y | +662.1% | -20.1% | +682.2% | +714.1% |
| 3Y | +1,341.2% | +53.9% | +1,287.3% | +992.6% |
| 5Y | +1,319.3% | -22.2% | +1,341.6% | +1,364.6% |
| 10Y | +5,778.3% | +268.2% | +5,510.1% | +2,926.2% |
| All | +5,778.3% | +265.7% | +5,512.6% | +2,926.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling