+55.4%
CAH vs RMD
-18.7%
+74.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -5.1% | -4.4% | -0.7% | -4.3% |
| 30D | +0.2% | -3.1% | +3.3% | +0.7% |
| 3M | +6.3% | +13.8% | -7.5% | +3.0% |
| 6M | +9.4% | -8.6% | +18.0% | +10.6% |
| YTD | +15.0% | -8.6% | +23.6% | +17.8% |
| 1Y | +55.4% | -19.7% | +75.1% | +65.2% |
| All | +55.4% | -18.7% | +74.2% | +65.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling