+180.2%
CAH vs RMD
+51.0%
+129.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | -2.2% | -4.7% | +2.5% | -1.7% |
| 30D | +1.2% | +0.2% | +0.9% | +1.1% |
| 3M | +13.1% | +12.0% | +1.1% | +11.6% |
| 6M | +8.5% | -12.5% | +21.0% | +9.4% |
| YTD | +17.6% | -7.9% | +25.6% | +18.2% |
| 1Y | +60.7% | -20.4% | +81.0% | +63.3% |
| All | +180.2% | +51.0% | +129.1% | +178.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling