+471.5%
CF vs RMD
+349.2%
+122.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.4% |
| 7D | +10.4% | -0.8% | +11.2% | +10.5% |
| 30D | +7.6% | +1.7% | +5.9% | +6.9% |
| 3M | +5.2% | +6.4% | -1.2% | +3.4% |
| 6M | -0.1% | +20.7% | -20.8% | -4.5% |
| YTD | +61.7% | -0.2% | +61.8% | +59.7% |
| 1Y | +50.3% | -4.5% | +54.8% | +49.8% |
| 3Y | +66.0% | +70.5% | -4.6% | +39.3% |
| 5Y | +114.5% | -1.6% | +116.1% | +104.1% |
| 10Y | +471.5% | +342.7% | +128.8% | +210.9% |
| All | +471.5% | +349.2% | +122.3% | +210.9% |
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 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