-51.1%
FIS vs RMD
-1.9%
-49.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +5.9% | -29.6% | -24.7% |
| 7D | -18.4% | -3.9% | -14.6% | -17.2% |
| 30D | -11.4% | +7.9% | -19.3% | -13.9% |
| 3M | -32.0% | +8.1% | -40.1% | -34.1% |
| 6M | -35.6% | +15.5% | -51.1% | -39.7% |
| YTD | -53.8% | +0.7% | -54.5% | -55.2% |
| 1Y | -51.1% | -1.4% | -49.7% | -52.2% |
| All | -51.1% | -1.9% | -49.2% | -52.2% |
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