+282.7%
FLEX vs RMD
+69.3%
+213.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.0% |
| 7D | +7.5% | +2.1% | +5.4% | +7.2% |
| 30D | -25.3% | +2.1% | -27.4% | -25.4% |
| 3M | -39.7% | +6.2% | -45.9% | -40.1% |
| 6M | -47.9% | +19.4% | -67.2% | -49.4% |
| YTD | +24.1% | +0.5% | +23.6% | +25.1% |
| 1Y | +26.0% | -3.9% | +29.9% | +28.3% |
| 3Y | +282.7% | +72.5% | +210.1% | +248.7% |
| All | +282.7% | +69.3% | +213.3% | +248.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling