-40.9%
FIS vs RMD
+269.7%
-310.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.3% |
| 7D | -9.1% | -4.7% | -4.3% | -7.5% |
| 30D | -10.4% | +0.2% | -10.7% | -10.6% |
| 3M | -3.7% | +12.0% | -15.7% | -7.6% |
| 6M | -24.8% | -12.5% | -12.2% | -21.7% |
| YTD | -41.6% | -7.9% | -33.6% | -40.3% |
| 1Y | -42.7% | -20.4% | -22.4% | -38.6% |
| 3Y | -26.2% | +53.1% | -79.3% | -39.7% |
| 5Y | -66.1% | -22.1% | -44.0% | -65.0% |
| 10Y | -40.9% | +275.4% | -316.3% | -60.1% |
| All | -40.9% | +269.7% | -310.6% | -60.1% |
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