+86.9%
FOXA vs RMD
-22.9%
+109.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -5.4% | -4.7% | -0.7% | -4.7% |
| 30D | +1.1% | +0.2% | +0.9% | +1.1% |
| 3M | -6.1% | +12.0% | -18.1% | -8.1% |
| 6M | +8.2% | -12.5% | +20.8% | +10.2% |
| YTD | -11.8% | -7.9% | -3.8% | -11.0% |
| 1Y | +9.9% | -20.4% | +30.3% | +13.6% |
| 3Y | +110.7% | +53.1% | +57.6% | +91.0% |
| 5Y | +86.9% | -22.1% | +109.1% | +73.2% |
| All | +86.9% | -22.9% | +109.9% | +73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling