+4,525.4%
FLEX vs RMD
+38,484.3%
-33,959.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.9% | +1.9% | +3.2% |
| 7D | +2.2% | -0.8% | +3.1% | +2.5% |
| 30D | -32.6% | +1.7% | -34.3% | -33.3% |
| 3M | -35.5% | +6.4% | -41.9% | -37.2% |
| 6M | -45.6% | +20.7% | -66.3% | -49.6% |
| YTD | +30.7% | -0.2% | +30.9% | +27.7% |
| 1Y | +28.4% | -4.5% | +32.9% | +27.1% |
| 3Y | +301.7% | +70.5% | +231.1% | +224.9% |
| 5Y | +473.3% | -1.6% | +474.9% | +437.8% |
| 10Y | +651.7% | +342.7% | +309.1% | +336.7% |
| All | +4,525.4% | +38,484.3% | -33,959.0% | +1,247.5% |
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