+7,870.9%
CB vs RMD
+37,769.4%
-29,898.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +1.7% |
| 7D | +0.7% | +3.1% | -2.4% | +0.2% |
| 30D | +8.2% | +1.8% | +6.4% | +7.7% |
| 3M | +6.3% | +6.7% | -0.4% | +5.0% |
| 6M | +16.2% | +13.9% | +2.3% | +13.2% |
| YTD | +19.3% | -2.0% | +21.3% | +18.9% |
| 1Y | +29.2% | -5.4% | +34.6% | +29.4% |
| 3Y | +71.4% | +67.4% | +4.1% | +53.5% |
| 5Y | +104.2% | -5.7% | +110.0% | +98.5% |
| 10Y | +246.7% | +338.4% | -91.7% | +157.2% |
| All | +7,870.9% | +37,769.4% | -29,898.4% | +3,657.9% |
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