-1.4%
RMD vs FND
-10.3%
+8.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +10.9% | -5.0% | +3.9% |
| 7D | -3.9% | +12.3% | -16.2% | -5.7% |
| 30D | +7.9% | +14.7% | -6.8% | +5.4% |
| 3M | +8.1% | -12.0% | +20.1% | +9.2% |
| 6M | +15.5% | +10.8% | +4.7% | +12.7% |
| YTD | +0.7% | -12.3% | +13.0% | -0.5% |
| 1Y | -1.4% | -13.4% | +12.0% | -2.4% |
| All | -1.4% | -10.3% | +8.9% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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