+1,068.6%
FITB vs RMD
+36,837.6%
-35,769.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +0.6% | -5.0% | +5.6% | +1.8% |
| 30D | -4.7% | +2.2% | -7.0% | -5.4% |
| 3M | +6.7% | +17.8% | -11.2% | +2.2% |
| 6M | +12.6% | -11.3% | +23.9% | +15.3% |
| YTD | +19.1% | -4.4% | +23.5% | +19.7% |
| 1Y | +22.6% | -15.7% | +38.4% | +26.9% |
| 3Y | +127.1% | +47.7% | +79.4% | +100.9% |
| 5Y | +71.8% | -19.2% | +91.0% | +73.2% |
| 10Y | +287.2% | +280.4% | +6.8% | +164.3% |
| All | +1,068.6% | +36,837.6% | -35,769.0% | +386.3% |
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