+5,967.0%
CF vs RMD
+1,568.9%
+4,398.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -3.1% |
| 7D | +6.0% | -5.0% | +11.0% | +7.7% |
| 30D | +14.8% | +2.2% | +12.6% | +13.8% |
| 3M | +14.1% | +17.8% | -3.8% | +7.1% |
| 6M | +28.5% | -11.3% | +39.9% | +31.8% |
| YTD | +74.9% | -4.4% | +79.4% | +74.4% |
| 1Y | +61.7% | -15.7% | +77.4% | +68.0% |
| 3Y | +80.3% | +47.7% | +32.6% | +45.1% |
| 5Y | +226.0% | -19.2% | +245.2% | +219.4% |
| 10Y | +569.9% | +280.4% | +289.5% | +203.6% |
| All | +5,967.0% | +1,568.9% | +4,398.1% | +1,020.0% |
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 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