+6,314.1%
FLEX vs RMD
+36,837.6%
-30,523.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | -0.9% | -5.0% | +4.1% | +0.6% |
| 30D | -10.1% | +2.2% | -12.4% | -11.0% |
| 3M | -31.3% | +17.8% | -49.2% | -35.4% |
| 6M | +71.3% | -11.3% | +82.6% | +75.1% |
| YTD | +81.2% | -4.4% | +85.7% | +80.6% |
| 1Y | +98.5% | -15.7% | +114.2% | +105.2% |
| 3Y | +428.2% | +47.7% | +380.5% | +347.4% |
| 5Y | +657.3% | -19.2% | +676.5% | +658.1% |
| 10Y | +995.9% | +280.4% | +715.5% | +569.4% |
| All | +6,314.1% | +36,837.6% | -30,523.5% | +1,805.9% |
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 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