+49.0%
FE vs RMD
-19.3%
+68.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +1.9% | -5.0% | +6.9% | +2.5% |
| 30D | -1.2% | +2.2% | -3.4% | -1.5% |
| 3M | +3.5% | +17.8% | -14.4% | +1.2% |
| 6M | -6.1% | -11.3% | +5.3% | -5.0% |
| YTD | +7.6% | -4.4% | +12.0% | +7.7% |
| 1Y | +11.9% | -15.7% | +27.6% | +13.7% |
| 3Y | +48.4% | +47.7% | +0.7% | +36.8% |
| All | +49.0% | -19.3% | +68.3% | +48.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling