-49.4%
FIX vs RMD
+14.3%
-63.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.1% | +4.5% |
| 7D | -17.5% | +2.3% | -19.8% | -15.7% |
| 30D | -41.6% | +4.1% | -45.7% | -38.8% |
| 3M | -40.6% | +5.7% | -46.3% | -37.1% |
| 6M | -49.4% | +12.9% | -62.3% | -42.9% |
| All | -49.4% | +14.3% | -63.6% | -42.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling