+1,092.2%
FIX vs RMD
-4.0%
+1,096.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.9% | +3.1% | +4.7% |
| 7D | +6.4% | -0.8% | +7.3% | +6.6% |
| 30D | -29.1% | +1.7% | -30.8% | -29.4% |
| 3M | -31.1% | +6.4% | -37.5% | -32.2% |
| 6M | -42.8% | +20.7% | -63.5% | -45.6% |
| YTD | +24.6% | -0.2% | +24.8% | +23.9% |
| 1Y | +21.9% | -4.5% | +26.5% | +22.5% |
| 3Y | +524.9% | +70.5% | +454.4% | +414.8% |
| 5Y | +1,092.2% | -1.6% | +1,093.8% | +1,057.4% |
| All | +1,092.2% | -4.0% | +1,096.2% | +1,057.4% |
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