+33.7%
CFG vs RMD
-1.9%
+35.5%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.9% | -3.5% | +0.7% |
| 7D | +1.8% | -3.9% | +5.6% | +2.7% |
| 30D | +3.3% | +7.9% | -4.6% | +0.9% |
| 3M | -9.8% | +8.1% | -17.9% | -12.2% |
| 6M | +5.2% | +15.5% | -10.3% | -0.1% |
| YTD | +16.1% | +0.7% | +15.4% | +16.2% |
| 1Y | +33.7% | -1.4% | +35.0% | +34.2% |
| All | +33.7% | -1.9% | +35.5% | +34.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling