-55.8%
FISV vs RMD
-22.7%
-33.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.7% | +0.6% |
| 7D | -7.2% | -4.2% | -3.0% | -6.2% |
| 30D | -7.2% | -2.1% | -5.1% | -6.7% |
| 3M | -8.2% | +13.8% | -21.9% | -11.0% |
| 6M | -17.7% | -10.6% | -7.1% | -15.8% |
| YTD | -27.2% | -8.1% | -19.1% | -26.0% |
| 1Y | -63.0% | -18.0% | -45.0% | -61.4% |
| 3Y | -59.8% | +52.9% | -112.6% | -65.9% |
| 5Y | -55.8% | -22.3% | -33.5% | -56.5% |
| All | -55.8% | -22.7% | -33.1% | -56.5% |
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 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