-55.8%
FIG vs RMD
-14.6%
-41.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | -16.3% | -5.0% | -11.3% | -14.4% |
| 30D | -14.3% | +2.2% | -16.5% | -15.4% |
| 3M | +7.2% | +17.8% | -10.7% | +0.8% |
| 6M | -18.6% | -11.3% | -7.3% | -11.8% |
| YTD | -35.5% | -4.4% | -31.0% | -36.9% |
| 1Y | -55.8% | -15.7% | -40.1% | -46.8% |
| All | -55.8% | -14.6% | -41.2% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling