+115.8%
CF vs RMD
-6.1%
+121.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.7% | +3.3% | +2.6% |
| 7D | +4.8% | +3.1% | +1.7% | +4.6% |
| 30D | +9.7% | +1.8% | +7.9% | +9.5% |
| 3M | +1.2% | +6.7% | -5.5% | +0.7% |
| 6M | +7.4% | +13.9% | -6.5% | +6.3% |
| YTD | +60.5% | -2.0% | +62.5% | +60.2% |
| 1Y | +50.7% | -5.4% | +56.1% | +50.8% |
| 3Y | +64.8% | +67.4% | -2.6% | +54.6% |
| 5Y | +115.8% | -5.7% | +121.5% | +118.4% |
| All | +115.8% | -6.1% | +121.9% | +118.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling