+177.7%
CHRW vs RMD
+276.6%
-98.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +4.4% | -4.2% | +8.5% | +5.2% |
| 30D | +5.5% | -2.1% | +7.6% | +5.9% |
| 3M | -17.3% | +13.8% | -31.0% | -19.7% |
| 6M | -12.7% | -10.6% | -2.0% | -11.1% |
| YTD | -4.1% | -8.1% | +4.0% | -2.8% |
| 1Y | +21.2% | -18.0% | +39.2% | +25.6% |
| 3Y | +88.9% | +52.9% | +36.0% | +67.8% |
| 5Y | +93.1% | -22.3% | +115.3% | +95.8% |
| All | +177.7% | +276.6% | -98.9% | +100.7% |
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