+10.2%
FLEX vs RMD
-2.0%
+12.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.2% | +4.2% |
| 7D | -19.3% | +2.3% | -21.6% | -18.6% |
| 30D | -41.5% | +4.1% | -45.7% | -40.4% |
| 3M | -43.1% | +5.7% | -48.8% | -41.7% |
| 6M | -48.2% | +12.9% | -61.1% | -45.0% |
| YTD | +15.5% | -1.5% | +17.0% | +27.0% |
| 1Y | +10.2% | -4.8% | +15.0% | +20.4% |
| All | +10.2% | -2.0% | +12.2% | +20.4% |
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 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