+3,087.0%
RMD vs FLR
+520.6%
+2,566.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.4% |
| 7D | -0.2% | +10.1% | -10.3% | -1.5% |
| 30D | +1.6% | -0.5% | +2.1% | +1.5% |
| 3M | +6.0% | -4.8% | +10.8% | +6.3% |
| 6M | +17.9% | +10.7% | +7.2% | +14.8% |
| YTD | 0.0% | +25.0% | -25.0% | -4.8% |
| 1Y | -4.5% | +8.3% | -12.8% | -7.4% |
| 3Y | +70.8% | +36.8% | +34.0% | +55.1% |
| 5Y | -2.0% | +121.8% | -123.8% | -19.4% |
| 10Y | +343.4% | +9.2% | +334.2% | +276.7% |
| All | +3,087.0% | +520.6% | +2,566.4% | +1,579.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling