+140.7%
FITB vs RMD
+68.3%
+72.4%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +0.5% | +3.1% | -2.6% | -0.2% |
| 30D | +7.0% | +1.8% | +5.2% | +6.5% |
| 3M | -4.4% | +6.7% | -11.1% | -6.0% |
| 6M | +11.6% | +13.9% | -2.3% | +7.6% |
| YTD | +18.6% | -2.0% | +20.6% | +18.3% |
| 1Y | +29.8% | -5.4% | +35.2% | +30.4% |
| 3Y | +140.7% | +67.4% | +73.3% | +94.0% |
| All | +140.7% | +68.3% | +72.4% | +94.0% |
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