+3,987.1%
FLEX vs RMD
+37,961.8%
-33,974.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.7% | +6.2% | +5.1% |
| 7D | -19.3% | +2.3% | -21.6% | -20.2% |
| 30D | -41.5% | +4.1% | -45.7% | -42.5% |
| 3M | -43.1% | +5.7% | -48.8% | -44.6% |
| 6M | -48.2% | +12.9% | -61.1% | -51.1% |
| YTD | +15.5% | -1.5% | +17.0% | +13.3% |
| 1Y | +10.2% | -4.8% | +15.0% | +9.1% |
| 3Y | +256.8% | +57.5% | +199.3% | +195.5% |
| 5Y | +408.2% | -5.5% | +413.7% | +382.3% |
| 10Y | +580.9% | +357.8% | +223.1% | +291.6% |
| All | +3,987.1% | +37,961.8% | -33,974.8% | +1,095.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling