+225.8%
FIS vs RMD
+2,106.0%
-1,880.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -27.4% | +3.1% | -30.5% | -28.6% |
| 30D | -16.8% | +1.8% | -18.6% | -18.0% |
| 3M | -32.6% | +6.7% | -39.3% | -34.7% |
| 6M | -33.4% | +13.9% | -47.3% | -36.9% |
| YTD | -56.0% | -2.0% | -54.0% | -56.4% |
| 1Y | -55.1% | -5.4% | -49.7% | -55.0% |
| 3Y | -41.4% | +67.4% | -108.8% | -52.7% |
| 5Y | -72.7% | -5.7% | -66.9% | -73.8% |
| 10Y | -55.5% | +338.4% | -393.8% | -74.6% |
| All | +225.8% | +2,106.0% | -1,880.2% | +2.3% |
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