+11.4%
FPS vs RMD
-15.1%
+26.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.2% | +6.3% | +2.7% |
| 7D | +10.4% | -4.5% | +14.8% | +9.9% |
| 30D | -16.5% | +4.6% | -21.1% | -16.2% |
| 3M | -45.5% | +14.8% | -60.3% | -46.1% |
| 6M | +2.1% | -12.1% | +14.2% | +33.2% |
| All | +11.4% | -15.1% | +26.5% | +54.0% |
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 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