+114.5%
FE vs RMD
+269.7%
-155.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -0.2% | -4.7% | +4.6% | +0.8% |
| 30D | -1.2% | +0.2% | -1.4% | -1.3% |
| 3M | +1.7% | +12.0% | -10.4% | -1.2% |
| 6M | -7.5% | -12.5% | +5.1% | -5.3% |
| YTD | +6.3% | -7.9% | +14.3% | +7.3% |
| 1Y | +10.9% | -20.4% | +31.2% | +15.4% |
| 3Y | +46.9% | +53.1% | -6.2% | +26.6% |
| 5Y | +47.6% | -22.1% | +69.7% | +49.9% |
| 10Y | +114.5% | +275.4% | -160.9% | +60.2% |
| All | +114.5% | +269.7% | -155.2% | +60.2% |
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