+693.0%
FN vs RMD
+347.3%
+345.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.3% | -7.6% | -7.4% |
| 7D | +0.3% | +2.1% | -1.8% | -0.3% |
| 30D | -16.5% | +2.1% | -18.6% | -17.4% |
| 3M | -42.1% | +6.2% | -48.3% | -43.7% |
| 6M | -52.9% | +19.4% | -72.3% | -56.5% |
| YTD | -28.0% | +0.5% | -28.5% | -29.3% |
| 1Y | -18.5% | -3.9% | -14.6% | -18.9% |
| 3Y | +93.9% | +72.5% | +21.3% | +50.2% |
| 5Y | +170.5% | -1.5% | +172.0% | +152.5% |
| All | +693.0% | +347.3% | +345.6% | +240.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling