+109.8%
FE vs RMD
+359.9%
-250.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.1% |
| 7D | 0.0% | +2.3% | -2.4% | -0.6% |
| 30D | +5.2% | +4.1% | +1.1% | +4.1% |
| 3M | 0.0% | +5.7% | -5.7% | -1.6% |
| 6M | +5.0% | +12.9% | -7.9% | +1.6% |
| YTD | +7.9% | -1.5% | +9.4% | +7.1% |
| 1Y | +6.3% | -4.8% | +11.1% | +6.3% |
| 3Y | +46.0% | +57.5% | -11.5% | +25.4% |
| 5Y | +45.6% | -5.5% | +51.1% | +40.2% |
| All | +109.8% | +359.9% | -250.1% | +50.8% |
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 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