+2.0%
FISV vs RMD
+274.3%
-272.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.6% |
| 7D | -2.7% | -4.4% | +1.7% | -1.3% |
| 30D | 0.0% | -3.1% | +3.2% | +1.0% |
| 3M | -2.8% | +13.8% | -16.6% | -6.5% |
| 6M | -11.8% | -8.6% | -3.2% | -9.7% |
| YTD | -23.2% | -8.6% | -14.6% | -21.4% |
| 1Y | -62.0% | -19.7% | -42.3% | -59.6% |
| 3Y | -57.6% | +48.4% | -106.0% | -64.6% |
| 5Y | -53.4% | -22.7% | -30.7% | -52.0% |
| All | +2.0% | +274.3% | -272.3% | -32.5% |
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