+1,060.6%
FLEX vs RMD
+265.7%
+794.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.2% | +7.6% | +5.4% |
| 7D | +7.0% | -4.5% | +11.4% | +8.5% |
| 30D | -5.8% | +4.6% | -10.4% | -7.5% |
| 3M | -24.2% | +14.8% | -39.0% | -28.5% |
| 6M | +90.8% | -12.1% | +102.9% | +96.6% |
| YTD | +89.2% | -7.5% | +96.7% | +90.9% |
| 1Y | +104.7% | -20.1% | +124.8% | +117.2% |
| 3Y | +478.1% | +53.9% | +424.2% | +363.5% |
| 5Y | +726.2% | -22.2% | +748.4% | +748.2% |
| 10Y | +1,060.6% | +268.2% | +792.4% | +614.0% |
| All | +1,060.6% | +265.7% | +794.9% | +614.0% |
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