+76.6%
CB vs RMD
+51.0%
+25.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +0.5% | -5.0% | +5.5% | +0.8% |
| 30D | -3.1% | +2.2% | -5.3% | -3.3% |
| 3M | +9.0% | +17.8% | -8.9% | +7.6% |
| 6M | +2.9% | -11.3% | +14.2% | +3.2% |
| YTD | +10.1% | -4.4% | +14.5% | +10.0% |
| 1Y | +22.8% | -15.7% | +38.5% | +23.5% |
| All | +76.6% | +51.0% | +25.6% | +73.6% |
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