+103.2%
CB vs RMD
-5.3%
+108.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.6% |
| 7D | +0.2% | +2.3% | -2.1% | 0.0% |
| 30D | +9.1% | +4.1% | +4.9% | +8.4% |
| 3M | +3.4% | +5.7% | -2.3% | +2.5% |
| 6M | +14.1% | +12.9% | +1.2% | +12.0% |
| YTD | +18.0% | -1.5% | +19.5% | +17.6% |
| 1Y | +30.1% | -4.8% | +34.9% | +30.1% |
| 3Y | +71.8% | +57.5% | +14.3% | +57.0% |
| All | +103.2% | -5.3% | +108.5% | +103.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling