+28.4%
FLEX vs RMD
-3.7%
+32.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +4.2% |
| 7D | +2.2% | -0.8% | +3.1% | +2.0% |
| 30D | -32.6% | +1.7% | -34.3% | -31.7% |
| 3M | -35.5% | +6.4% | -41.9% | -33.8% |
| 6M | -45.6% | +20.7% | -66.3% | -43.3% |
| YTD | +30.7% | -0.2% | +30.9% | +43.9% |
| 1Y | +28.4% | -4.5% | +32.9% | +43.8% |
| All | +28.4% | -3.7% | +32.0% | +43.8% |
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