+271.5%
RMD vs FLR
+19.7%
+251.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.6% |
| 7D | -4.4% | -3.5% | -0.9% | -4.3% |
| 30D | -3.1% | +4.2% | -7.3% | -3.3% |
| 3M | +13.8% | +8.1% | +5.7% | +13.2% |
| 6M | -8.6% | +21.5% | -30.1% | -9.6% |
| YTD | -8.6% | +36.8% | -45.4% | -10.1% |
| 1Y | -19.7% | +31.2% | -50.9% | -20.9% |
| 3Y | +48.4% | +53.9% | -5.5% | +44.0% |
| 5Y | -22.7% | +243.0% | -265.8% | -27.2% |
| All | +271.5% | +19.7% | +251.7% | +313.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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