+743.6%
FN vs RMD
+350.6%
+392.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.7% | +13.3% | +12.2% |
| 7D | 0.0% | +2.3% | -2.4% | -1.1% |
| 30D | -34.3% | +4.1% | -38.4% | -35.5% |
| 3M | -39.9% | +5.7% | -45.6% | -41.6% |
| 6M | -51.8% | +12.9% | -64.7% | -54.8% |
| YTD | -28.1% | -1.5% | -26.6% | -29.1% |
| 1Y | -29.1% | -4.8% | -24.3% | -29.3% |
| 3Y | +102.4% | +57.5% | +45.0% | +62.1% |
| 5Y | +171.7% | -5.5% | +177.2% | +157.2% |
| All | +743.6% | +350.6% | +392.9% | +277.0% |
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