-37.7%
CAG vs RMD
+274.3%
-312.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -5.7% | -4.4% | -1.3% | -5.0% |
| 30D | -2.4% | -3.1% | +0.7% | -1.9% |
| 3M | +9.8% | +13.8% | -4.0% | +7.4% |
| 6M | -10.8% | -8.6% | -2.3% | -9.9% |
| YTD | -10.8% | -8.6% | -2.2% | -10.0% |
| 1Y | -19.0% | -19.7% | +0.7% | -16.7% |
| 3Y | -39.7% | +48.4% | -88.1% | -44.6% |
| 5Y | -43.0% | -22.7% | -20.3% | -42.2% |
| All | -37.7% | +274.3% | -312.0% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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