+603.9%
FICO vs RMD
+278.3%
+325.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -0.4% | -16.3% | -16.5% |
| 7D | -19.2% | -5.0% | -14.2% | -17.5% |
| 30D | -14.6% | +2.2% | -16.8% | -15.4% |
| 3M | -20.1% | +17.8% | -37.9% | -25.1% |
| 6M | -36.3% | -11.3% | -25.0% | -33.4% |
| YTD | -44.9% | -4.4% | -40.4% | -44.0% |
| 1Y | -38.6% | -15.7% | -22.9% | -34.6% |
| 3Y | +4.0% | +47.7% | -43.8% | -16.3% |
| 5Y | +99.5% | -19.2% | +118.7% | +105.6% |
| All | +603.9% | +278.3% | +325.6% | +309.7% |
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