+4,067.3%
CAH vs RMD
+36,837.6%
-32,770.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +5.4% | -5.0% | +10.4% | +6.2% |
| 30D | +3.3% | +2.2% | +1.1% | +2.9% |
| 3M | +22.8% | +17.8% | +4.9% | +19.3% |
| 6M | +11.3% | -11.3% | +22.6% | +13.0% |
| YTD | +21.1% | -4.4% | +25.6% | +21.5% |
| 1Y | +67.2% | -15.7% | +83.0% | +71.0% |
| 3Y | +195.6% | +47.7% | +147.9% | +171.1% |
| 5Y | +413.8% | -19.2% | +433.1% | +413.9% |
| 10Y | +309.6% | +280.4% | +29.2% | +220.5% |
| All | +4,067.3% | +36,837.6% | -32,770.3% | +2,028.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling