+3,644.4%
FIX vs RMD
+340.4%
+3,304.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -13.9% | +3.1% | -17.0% | -15.0% |
| 30D | -35.5% | +1.8% | -37.3% | -36.2% |
| 3M | -33.9% | +6.7% | -40.6% | -35.9% |
| 6M | -43.3% | +13.9% | -57.2% | -46.7% |
| YTD | +18.7% | -2.0% | +20.7% | +16.8% |
| 1Y | +13.8% | -5.4% | +19.2% | +13.3% |
| 3Y | +495.0% | +67.4% | +427.6% | +362.7% |
| 5Y | +1,049.0% | -5.7% | +1,054.8% | +983.4% |
| 10Y | +3,644.4% | +338.4% | +3,306.1% | +1,859.1% |
| All | +3,644.4% | +340.4% | +3,304.1% | +1,859.1% |
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 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