-60.0%
FISV vs RMD
+51.0%
-111.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.2% |
| 7D | -6.4% | -4.7% | -1.7% | -5.5% |
| 30D | -6.8% | +0.2% | -7.1% | -6.8% |
| 3M | -10.0% | +12.0% | -22.0% | -11.6% |
| 6M | -20.6% | -12.5% | -8.1% | -19.6% |
| YTD | -27.6% | -7.9% | -19.6% | -27.1% |
| 1Y | -64.3% | -20.4% | -44.0% | -63.6% |
| All | -60.0% | +51.0% | -111.0% | -62.4% |
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