+98.5%
FLEX vs RMD
-14.6%
+113.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.5% |
| 7D | -0.9% | -5.0% | +4.1% | -1.4% |
| 30D | -10.1% | +2.2% | -12.4% | -9.7% |
| 3M | -31.3% | +17.8% | -49.2% | -30.5% |
| 6M | +71.3% | -11.3% | +82.6% | +85.2% |
| YTD | +81.2% | -4.4% | +85.7% | +94.1% |
| 1Y | +98.5% | -15.7% | +114.2% | +120.6% |
| All | +98.5% | -14.6% | +113.1% | +120.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling