+74.1%
FDX vs RMD
+69.3%
+4.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.5% |
| 7D | +5.2% | +2.1% | +3.1% | +4.8% |
| 30D | +11.3% | +2.1% | +9.2% | +10.7% |
| 3M | -4.1% | +6.2% | -10.3% | -5.3% |
| 6M | +9.6% | +19.4% | -9.7% | +5.7% |
| YTD | +40.9% | +0.5% | +40.4% | +40.1% |
| 1Y | +53.0% | -3.9% | +57.0% | +53.3% |
| 3Y | +74.1% | +72.5% | +1.5% | +52.8% |
| All | +74.1% | +69.3% | +4.7% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling