+85.4%
FTI vs RMD
-20.3%
+105.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -5.6% | -4.2% | -1.4% | -5.6% |
| 30D | +0.4% | -2.1% | +2.5% | +0.4% |
| 3M | +8.1% | +13.8% | -5.6% | +7.8% |
| 6M | +16.7% | -10.6% | +27.3% | +22.0% |
| YTD | +70.0% | -8.1% | +78.1% | +75.4% |
| 1Y | +85.4% | -18.0% | +103.4% | +95.9% |
| All | +85.4% | -20.3% | +105.7% | +95.9% |
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