+99.6%
FOXA vs RMD
+152.5%
-52.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.9% | +4.1% |
| 7D | +2.7% | +2.1% | +0.6% | +2.2% |
| 30D | +10.0% | +2.1% | +7.9% | +9.4% |
| 3M | +5.0% | +6.2% | -1.2% | +3.5% |
| 6M | +3.4% | +19.4% | -16.0% | -1.0% |
| YTD | -5.5% | +0.5% | -6.0% | -6.3% |
| 1Y | +5.5% | -3.9% | +9.5% | +5.6% |
| 3Y | +139.3% | +72.5% | +66.8% | +103.7% |
| 5Y | +77.2% | -1.5% | +78.7% | +70.1% |
| All | +99.6% | +152.5% | -52.9% | +64.7% |
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