-65.6%
FIS vs RMD
-21.0%
-44.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.2% | -2.7% | -4.9% |
| 7D | -3.5% | -4.5% | +1.0% | -2.1% |
| 30D | -7.8% | +4.6% | -12.4% | -9.1% |
| 3M | +0.8% | +14.8% | -13.9% | -3.4% |
| 6M | -21.9% | -12.1% | -9.8% | -19.3% |
| YTD | -39.5% | -7.5% | -32.0% | -38.5% |
| 1Y | -41.0% | -20.1% | -20.9% | -37.4% |
| 3Y | -23.6% | +53.9% | -77.5% | -36.3% |
| 5Y | -65.6% | -22.2% | -43.4% | -67.7% |
| All | -65.6% | -21.0% | -44.6% | -67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling