+662.1%
MU vs RMD
-19.2%
+681.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.2% | +1.6% | -2.9% |
| 7D | +7.2% | -4.5% | +11.6% | +5.2% |
| 30D | +14.0% | +4.6% | +9.4% | +16.7% |
| 3M | +5.4% | +14.8% | -9.4% | +13.6% |
| 6M | +170.3% | -12.1% | +182.3% | +198.4% |
| YTD | +250.7% | -7.5% | +258.1% | +282.0% |
| 1Y | +662.1% | -20.1% | +682.2% | +786.7% |
| All | +662.1% | -19.2% | +681.3% | +786.7% |
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