+4,319.6%
MU vs RMD
+36,837.6%
-32,518.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.4% | +6.5% | +6.2% |
| 7D | +9.0% | -5.0% | +14.0% | +10.6% |
| 30D | +13.8% | +2.2% | +11.6% | +12.9% |
| 3M | +2.1% | +17.8% | -15.8% | -4.1% |
| 6M | +153.8% | -11.3% | +165.1% | +158.1% |
| YTD | +256.4% | -4.4% | +260.8% | +253.1% |
| 1Y | +719.8% | -15.7% | +735.5% | +742.0% |
| 3Y | +1,360.4% | +47.7% | +1,312.6% | +1,139.9% |
| 5Y | +1,312.4% | -19.2% | +1,331.6% | +1,317.9% |
| 10Y | +6,142.6% | +280.4% | +5,862.2% | +3,878.1% |
| All | +4,319.6% | +36,837.6% | -32,518.0% | +1,188.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling