+509.1%
FAST vs RMD
+278.3%
+230.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.9% |
| 7D | -0.4% | -5.0% | +4.6% | +1.2% |
| 30D | -0.8% | +2.2% | -3.0% | -1.7% |
| 3M | +5.8% | +17.8% | -12.1% | +0.1% |
| 6M | +8.0% | -11.3% | +19.3% | +11.3% |
| YTD | +25.6% | -4.4% | +30.1% | +26.3% |
| 1Y | +0.8% | -15.7% | +16.5% | +5.2% |
| 3Y | +86.1% | +47.7% | +38.4% | +56.6% |
| 5Y | +100.2% | -19.2% | +119.4% | +103.7% |
| All | +509.1% | +278.3% | +230.8% | +285.0% |
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 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