+7,254.4%
CB vs RMD
+36,837.6%
-29,583.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.9% |
| 7D | +0.5% | -5.0% | +5.5% | +1.3% |
| 30D | -3.1% | +2.2% | -5.3% | -3.5% |
| 3M | +9.0% | +17.8% | -8.9% | +5.8% |
| 6M | +2.9% | -11.3% | +14.2% | +4.5% |
| YTD | +10.1% | -4.4% | +14.5% | +10.3% |
| 1Y | +22.8% | -15.7% | +38.5% | +25.5% |
| 3Y | +73.8% | +47.7% | +26.1% | +58.8% |
| 5Y | +99.2% | -19.2% | +118.4% | +98.7% |
| 10Y | +218.2% | +280.4% | -62.2% | +141.5% |
| All | +7,254.4% | +36,837.6% | -29,583.2% | +3,386.1% |
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 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