+9,662.1%
FAST vs RMD
+36,837.6%
-27,175.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +0.8% |
| 7D | -0.4% | -5.0% | +4.6% | +0.6% |
| 30D | -0.8% | +2.2% | -3.0% | -1.3% |
| 3M | +5.8% | +17.8% | -12.1% | +2.2% |
| 6M | +8.0% | -11.3% | +19.3% | +10.1% |
| YTD | +25.6% | -4.4% | +30.1% | +26.1% |
| 1Y | +0.8% | -15.7% | +16.5% | +3.6% |
| 3Y | +86.1% | +47.7% | +38.4% | +68.6% |
| 5Y | +100.2% | -19.2% | +119.4% | +101.2% |
| 10Y | +494.2% | +280.4% | +213.8% | +344.8% |
| All | +9,662.1% | +36,837.6% | -27,175.5% | +4,087.9% |
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