+2,396.8%
FISV vs RMD
+35,656.8%
-33,260.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -3.4% |
| 7D | -1.6% | -4.5% | +2.9% | -0.7% |
| 30D | -3.0% | +4.6% | -7.6% | -3.8% |
| 3M | -3.5% | +14.8% | -18.3% | -5.9% |
| 6M | -19.4% | -12.1% | -7.3% | -17.5% |
| YTD | -24.3% | -7.5% | -16.8% | -23.3% |
| 1Y | -62.4% | -20.1% | -42.3% | -60.8% |
| 3Y | -58.2% | +53.9% | -112.1% | -62.2% |
| 5Y | -56.5% | -22.2% | -34.3% | -55.9% |
| 10Y | -0.5% | +268.2% | -268.8% | -23.5% |
| All | +2,396.8% | +35,656.8% | -33,260.0% | +1,085.2% |
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