+3,800.0%
FIX vs RMD
+360.8%
+3,439.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.2% | +9.2% | +9.4% |
| 7D | -7.2% | +1.2% | -8.4% | -7.9% |
| 30D | -35.1% | +2.5% | -37.6% | -35.9% |
| 3M | -34.3% | +11.5% | -45.8% | -37.1% |
| 6M | -42.9% | +14.7% | -57.6% | -46.5% |
| YTD | +19.5% | -1.3% | +20.8% | +17.4% |
| 1Y | +16.8% | -5.3% | +22.0% | +16.2% |
| 3Y | +506.7% | +68.8% | +438.0% | +370.5% |
| 5Y | +1,046.7% | -5.9% | +1,052.6% | +982.7% |
| 10Y | +3,800.0% | +348.7% | +3,451.3% | +1,899.0% |
| All | +3,800.0% | +360.8% | +3,439.2% | +1,899.0% |
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 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