+2,159.9%
FTI vs RMD
+2,094.3%
+65.6%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +5.3% | -5.0% | +10.3% | +7.0% |
| 30D | +15.3% | +2.2% | +13.1% | +14.3% |
| 3M | +15.8% | +17.8% | -2.1% | +8.6% |
| 6M | +22.6% | -11.3% | +33.9% | +26.0% |
| YTD | +79.5% | -4.4% | +84.0% | +79.5% |
| 1Y | +102.0% | -15.7% | +117.7% | +110.3% |
| 3Y | +315.8% | +47.7% | +268.1% | +243.6% |
| 5Y | +1,129.5% | -19.2% | +1,148.7% | +1,128.3% |
| 10Y | +320.9% | +280.4% | +40.6% | +123.9% |
| All | +2,159.9% | +2,094.3% | +65.6% | +504.3% |
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