+4,271.9%
MU vs RMD
+360.8%
+3,911.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.2% |
| 7D | -12.0% | +1.2% | -13.3% | -12.7% |
| 30D | -28.7% | +2.5% | -31.2% | -29.7% |
| 3M | -16.4% | +11.5% | -28.0% | -20.5% |
| 6M | -1.8% | +14.7% | -16.5% | -9.8% |
| YTD | +157.1% | -1.3% | +158.4% | +150.2% |
| 1Y | +208.5% | -5.3% | +213.8% | +205.0% |
| 3Y | +906.2% | +68.8% | +837.4% | +635.6% |
| 5Y | +893.4% | -5.9% | +899.3% | +835.0% |
| 10Y | +4,271.9% | +348.7% | +3,923.2% | +1,928.9% |
| All | +4,271.9% | +360.8% | +3,911.1% | +1,928.9% |
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 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