-37.4%
FISV vs RMD
-7.7%
-29.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | +1.4% | +2.1% | -0.6% | +0.9% |
| 30D | +38.4% | +2.1% | +36.4% | +37.3% |
| 3M | +14.9% | +6.2% | +8.7% | +12.8% |
| 6M | +21.8% | +19.4% | +2.4% | +16.0% |
| YTD | -5.0% | +0.5% | -5.6% | -6.0% |
| 1Y | -1.2% | -3.9% | +2.8% | -1.2% |
| 3Y | -47.5% | +72.5% | -120.1% | -57.1% |
| All | -37.4% | -7.7% | -29.7% | -37.7% |
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