-79.9%
FIG vs RMD
-19.8%
-60.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +5.0% |
| 7D | -3.8% | -4.4% | +0.6% | -2.4% |
| 30D | -2.3% | -3.1% | +0.8% | -1.4% |
| 3M | +20.0% | +13.8% | +6.2% | +17.9% |
| 6M | -16.7% | -8.6% | -8.1% | -15.2% |
| YTD | -37.9% | -8.6% | -29.3% | -38.1% |
| 1Y | -58.5% | -19.7% | -38.9% | -59.0% |
| All | -79.9% | -19.8% | -60.1% | -79.4% |
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