+295.8%
FTI vs RMD
+274.3%
+21.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -4.4% | -4.4% | 0.0% | -3.3% |
| 30D | +1.5% | -3.1% | +4.6% | +2.2% |
| 3M | +8.2% | +13.8% | -5.6% | +3.8% |
| 6M | +18.8% | -8.6% | +27.4% | +20.7% |
| YTD | +71.7% | -8.6% | +80.3% | +74.0% |
| 1Y | +90.0% | -19.7% | +109.7% | +99.5% |
| 3Y | +270.5% | +48.4% | +222.1% | +216.9% |
| 5Y | +1,084.5% | -22.7% | +1,107.3% | +1,112.1% |
| All | +295.8% | +274.3% | +21.5% | +188.7% |
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 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