-83.9%
FIG vs RMD
-14.0%
-69.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.7% |
| 7D | -11.4% | +3.1% | -14.5% | -12.4% |
| 30D | -17.2% | +1.8% | -19.0% | -17.6% |
| 3M | -26.6% | +6.7% | -33.3% | -28.1% |
| 6M | -9.8% | +13.9% | -23.7% | -12.9% |
| YTD | -50.1% | -2.0% | -48.1% | -51.3% |
| 1Y | -58.1% | -5.4% | -52.7% | -59.0% |
| All | -83.9% | -14.0% | -69.9% | -83.8% |
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 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