+938.2%
MU vs RMD
-7.7%
+945.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +12.8% | +2.1% | +10.7% | +12.3% |
| 30D | -14.9% | +2.1% | -16.9% | -15.5% |
| 3M | -18.0% | +6.2% | -24.3% | -19.6% |
| 6M | -3.1% | +19.4% | -22.5% | -9.3% |
| YTD | +172.9% | +0.5% | +172.4% | +169.7% |
| 1Y | +228.8% | -3.9% | +232.8% | +230.2% |
| 3Y | +950.8% | +72.5% | +878.3% | +717.9% |
| All | +938.2% | -7.7% | +945.9% | +935.7% |
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 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