+178.8%
FDX vs RMD
+269.7%
-90.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | -2.3% | -4.7% | +2.4% | -1.1% |
| 30D | -4.9% | +0.2% | -5.1% | -5.0% |
| 3M | -6.5% | +12.0% | -18.5% | -9.5% |
| 6M | +6.7% | -12.5% | +19.2% | +9.7% |
| YTD | +33.9% | -7.9% | +41.8% | +35.7% |
| 1Y | +72.2% | -20.4% | +92.6% | +81.0% |
| 3Y | +60.2% | +53.1% | +7.1% | +37.2% |
| 5Y | +62.9% | -22.1% | +85.1% | +66.1% |
| 10Y | +178.8% | +275.4% | -96.6% | +80.2% |
| All | +178.8% | +269.7% | -90.9% | +80.2% |
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 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