+284.0%
FITB vs RMD
+274.3%
+9.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | -0.3% | -4.4% | +4.1% | +1.1% |
| 30D | -5.7% | -3.1% | -2.5% | -4.9% |
| 3M | +3.2% | +13.8% | -10.6% | -1.2% |
| 6M | +23.4% | -8.6% | +32.0% | +26.0% |
| YTD | +18.8% | -8.6% | +27.4% | +21.1% |
| 1Y | +25.0% | -19.7% | +44.7% | +32.2% |
| 3Y | +131.2% | +48.4% | +82.8% | +95.9% |
| 5Y | +70.7% | -22.7% | +93.4% | +74.8% |
| All | +284.0% | +274.3% | +9.7% | +166.9% |
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