+131.1%
FITB vs RMD
+52.4%
+78.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.5% | +0.1% |
| 7D | +2.8% | -4.5% | +7.3% | +3.9% |
| 30D | -4.5% | +4.6% | -9.1% | -5.6% |
| 3M | +5.7% | +14.8% | -9.1% | +2.0% |
| 6M | +17.1% | -12.1% | +29.2% | +19.9% |
| YTD | +18.3% | -7.5% | +25.8% | +19.8% |
| 1Y | +23.9% | -20.1% | +44.0% | +29.1% |
| 3Y | +131.1% | +53.9% | +77.2% | +104.1% |
| All | +131.1% | +52.4% | +78.7% | +104.1% |
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