+264.5%
RMD vs FND
+57.9%
+206.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.7% |
| 7D | +2.1% | -6.8% | +8.9% | +3.6% |
| 30D | +2.1% | +8.0% | -5.9% | +0.4% |
| 3M | +6.2% | -18.9% | +25.2% | +10.7% |
| 6M | +19.4% | +4.7% | +14.7% | +16.9% |
| YTD | +0.5% | -21.6% | +22.1% | +3.7% |
| 1Y | -3.9% | -22.0% | +18.1% | -0.9% |
| 3Y | +72.5% | -40.4% | +113.0% | +83.8% |
| 5Y | -1.5% | -63.8% | +62.3% | +11.7% |
| All | +264.5% | +57.9% | +206.6% | +216.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling