+470.7%
CF vs RMD
+346.1%
+124.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +0.9% | +1.3% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +6.5% | +1.9% | +4.6% | +5.8% |
| 3M | +4.6% | +6.3% | -1.7% | +2.9% |
| 6M | -3.3% | +18.2% | -21.5% | -7.2% |
| YTD | +63.9% | +0.3% | +63.6% | +61.7% |
| 1Y | +50.4% | -4.3% | +54.7% | +49.9% |
| 3Y | +68.2% | +71.3% | -3.0% | +41.0% |
| 5Y | +113.8% | -1.8% | +115.6% | +103.7% |
| All | +470.7% | +346.1% | +124.5% | +207.0% |
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