+1,315.7%
MU vs RMD
-19.3%
+1,335.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.2% |
| 7D | +9.0% | -5.0% | +14.0% | +10.4% |
| 30D | +13.8% | +2.2% | +11.6% | +13.0% |
| 3M | +2.1% | +17.8% | -15.8% | -3.7% |
| 6M | +153.8% | -11.3% | +165.1% | +163.2% |
| YTD | +256.4% | -4.4% | +260.8% | +257.8% |
| 1Y | +719.8% | -15.7% | +735.5% | +761.0% |
| 3Y | +1,360.4% | +47.7% | +1,312.6% | +1,110.0% |
| All | +1,315.7% | -19.3% | +1,335.0% | +1,251.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling