-39.8%
FIS vs RMD
+57.4%
-97.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.6% | -1.9% |
| 7D | -25.5% | +2.3% | -27.8% | -26.1% |
| 30D | -15.1% | +4.1% | -19.2% | -16.4% |
| 3M | -32.1% | +5.7% | -37.8% | -33.5% |
| 6M | -36.1% | +12.9% | -49.0% | -38.6% |
| YTD | -55.4% | -1.5% | -53.9% | -55.8% |
| 1Y | -53.9% | -4.8% | -49.1% | -54.0% |
| 3Y | -39.8% | +57.5% | -97.2% | -46.8% |
| All | -39.8% | +57.4% | -97.2% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling