+487.0%
CF vs RMD
+360.8%
+126.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -0.9% | +1.2% | -2.1% | -1.2% |
| 30D | +6.9% | +2.5% | +4.5% | +6.1% |
| 3M | +4.8% | +11.5% | -6.7% | +2.2% |
| 6M | +4.7% | +14.7% | -10.0% | +1.0% |
| YTD | +56.5% | -1.3% | +57.8% | +54.9% |
| 1Y | +48.4% | -5.3% | +53.7% | +48.1% |
| 3Y | +59.1% | +68.8% | -9.6% | +33.7% |
| 5Y | +109.5% | -5.9% | +115.4% | +101.9% |
| 10Y | +487.0% | +348.7% | +138.3% | +213.7% |
| All | +487.0% | +360.8% | +126.2% | +213.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling