+104.7%
FLEX vs RMD
-19.2%
+123.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -3.2% | +7.6% | +4.0% |
| 7D | +7.0% | -4.5% | +11.4% | +6.4% |
| 30D | -5.8% | +4.6% | -10.4% | -5.3% |
| 3M | -24.2% | +14.8% | -39.0% | -23.6% |
| 6M | +90.8% | -12.1% | +102.9% | +104.6% |
| YTD | +89.2% | -7.5% | +96.7% | +101.9% |
| 1Y | +104.7% | -20.1% | +124.8% | +126.9% |
| All | +104.7% | -19.2% | +123.9% | +126.9% |
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 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