+576.2%
FE vs RMD
+15,452.7%
-14,876.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +1.9% | -5.0% | +6.9% | +2.6% |
| 30D | -1.2% | +2.2% | -3.4% | -1.5% |
| 3M | +3.5% | +17.8% | -14.4% | +1.1% |
| 6M | -6.1% | -11.3% | +5.3% | -4.9% |
| YTD | +7.6% | -4.4% | +12.0% | +7.7% |
| 1Y | +11.9% | -15.7% | +27.6% | +13.8% |
| 3Y | +48.4% | +47.7% | +0.7% | +38.2% |
| 5Y | +44.8% | -19.2% | +64.0% | +44.5% |
| 10Y | +115.9% | +280.4% | -164.5% | +77.8% |
| All | +576.2% | +15,452.7% | -14,876.5% | +356.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling