-52.0%
FIG vs RMD
-3.5%
-48.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.5% | +2.7% |
| 7D | +3.4% | +2.1% | +1.3% | +2.5% |
| 30D | -9.5% | +2.1% | -11.5% | -10.2% |
| 3M | -26.2% | +6.2% | -32.4% | -28.0% |
| 6M | +2.7% | +19.4% | -16.7% | -3.0% |
| YTD | -48.0% | +0.5% | -48.5% | -50.9% |
| 1Y | -52.0% | -3.9% | -48.1% | -54.0% |
| All | -52.0% | -3.5% | -48.5% | -54.0% |
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