-17.5%
FN vs RMD
-4.4%
-13.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +6.2% |
| 7D | +8.0% | -0.8% | +8.8% | +7.8% |
| 30D | -19.1% | +1.7% | -20.8% | -18.4% |
| 3M | -29.8% | +6.4% | -36.2% | -28.6% |
| 6M | -43.2% | +20.7% | -63.9% | -42.8% |
| YTD | -18.9% | -0.2% | -18.8% | -4.4% |
| All | -17.5% | -4.4% | -13.2% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling