+3,104.4%
RMD vs FLR
+513.8%
+2,590.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +2.1% | +5.4% | -3.3% | +1.3% |
| 30D | +2.1% | +2.8% | -0.7% | +1.5% |
| 3M | +6.2% | -6.4% | +12.6% | +6.8% |
| 6M | +19.4% | +8.8% | +10.6% | +16.5% |
| YTD | +0.5% | +23.6% | -23.1% | -4.2% |
| 1Y | -3.9% | +13.8% | -17.7% | -7.5% |
| 3Y | +72.5% | +36.5% | +36.1% | +56.7% |
| 5Y | -1.5% | +119.3% | -120.9% | -18.8% |
| 10Y | +345.8% | +8.0% | +337.8% | +279.3% |
| All | +3,104.4% | +513.8% | +2,590.6% | +1,591.2% |
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 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