-17.8%
RMD vs FND
-45.0%
+27.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -4.7% | -0.8% | -4.0% | -4.6% |
| 30D | +0.2% | -19.6% | +19.8% | +3.3% |
| 3M | +12.0% | -4.3% | +16.3% | +12.3% |
| 6M | -12.5% | -20.4% | +7.9% | -10.4% |
| YTD | -7.9% | -21.9% | +13.9% | -6.4% |
| All | -17.8% | -45.0% | +27.2% | -11.6% |
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 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