+52.1%
FDX vs RMD
-3.7%
+55.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +0.7% |
| 7D | -2.1% | -0.8% | -1.2% | -1.9% |
| 30D | +10.4% | +1.7% | +8.7% | +9.8% |
| 3M | +0.5% | +6.4% | -5.9% | -0.7% |
| 6M | +6.5% | +20.7% | -14.2% | +3.0% |
| YTD | +40.2% | -0.2% | +40.4% | +40.3% |
| 1Y | +52.1% | -4.5% | +56.6% | +54.2% |
| All | +52.1% | -3.7% | +55.8% | +54.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling