+376.5%
FIS vs RMD
+2,051.7%
-1,675.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.8% |
| 7D | +1.1% | -5.0% | +6.1% | +2.7% |
| 30D | -2.2% | +2.2% | -4.4% | -3.1% |
| 3M | +2.1% | +17.8% | -15.7% | -3.3% |
| 6M | -14.7% | -11.3% | -3.3% | -11.8% |
| YTD | -35.7% | -4.4% | -31.3% | -35.2% |
| 1Y | -37.1% | -15.7% | -21.3% | -34.0% |
| 3Y | -20.0% | +47.7% | -67.7% | -32.4% |
| 5Y | -62.1% | -19.2% | -42.9% | -61.6% |
| 10Y | -37.4% | +280.4% | -317.8% | -62.5% |
| All | +376.5% | +2,051.7% | -1,675.2% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling