+10,382.2%
FAST vs RMD
+37,961.9%
-27,579.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.8% | +0.5% |
| 7D | +2.1% | +2.3% | -0.3% | +1.6% |
| 30D | +6.9% | +4.1% | +2.8% | +5.9% |
| 3M | +4.8% | +5.7% | -0.9% | +3.4% |
| 6M | +19.8% | +12.9% | +6.9% | +16.4% |
| YTD | +34.9% | -1.5% | +36.4% | +34.4% |
| 1Y | +32.8% | -4.8% | +37.5% | +33.1% |
| 3Y | +93.7% | +57.5% | +36.3% | +73.5% |
| 5Y | +105.3% | -5.5% | +110.8% | +100.1% |
| 10Y | +595.4% | +357.8% | +237.6% | +403.5% |
| All | +10,382.2% | +37,961.9% | -27,579.7% | +4,362.2% |
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