+97.9%
CB vs RMD
-23.0%
+121.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.7% | -4.4% | +3.7% | -0.1% |
| 30D | -1.2% | -3.1% | +2.0% | -0.8% |
| 3M | +3.8% | +13.8% | -10.0% | +1.9% |
| 6M | +5.8% | -8.6% | +14.3% | +6.6% |
| YTD | +9.4% | -8.6% | +18.0% | +10.1% |
| 1Y | +20.7% | -19.7% | +40.3% | +23.3% |
| 3Y | +70.1% | +48.4% | +21.7% | +56.2% |
| All | +97.9% | -23.0% | +121.0% | +99.3% |
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 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