+2,105.4%
FIX vs RMD
-19.3%
+2,124.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +6.0% | -5.0% | +11.0% | +7.0% |
| 30D | -7.2% | +2.2% | -9.5% | -7.8% |
| 3M | -15.9% | +17.8% | -33.7% | -19.3% |
| 6M | +12.7% | -11.3% | +24.1% | +15.6% |
| YTD | +72.8% | -4.4% | +77.2% | +73.6% |
| 1Y | +122.9% | -15.7% | +138.6% | +130.4% |
| 3Y | +774.3% | +47.7% | +726.6% | +656.5% |
| All | +2,105.4% | -19.3% | +2,124.8% | +1,919.2% |
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