+48.6%
FITB vs RMD
-6.1%
+54.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +0.5% | +3.1% | -2.6% | -0.4% |
| 30D | +7.0% | +1.8% | +5.2% | +6.3% |
| 3M | -4.4% | +6.7% | -11.1% | -6.4% |
| 6M | +11.6% | +13.9% | -2.3% | +6.7% |
| YTD | +18.6% | -2.0% | +20.6% | +18.2% |
| 1Y | +29.8% | -5.4% | +35.2% | +30.6% |
| 3Y | +140.7% | +67.4% | +73.3% | +96.6% |
| 5Y | +48.6% | -5.7% | +54.3% | +43.1% |
| All | +48.6% | -6.1% | +54.7% | +43.1% |
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 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