-8.5%
CHWY vs RMD
+49.9%
-58.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | -13.6% | -4.4% | -9.2% | -12.4% |
| 30D | -8.5% | -3.1% | -5.4% | -7.6% |
| 3M | +8.9% | +13.8% | -4.9% | +4.8% |
| 6M | -20.5% | -8.6% | -11.9% | -18.8% |
| YTD | -38.2% | -8.6% | -29.5% | -37.0% |
| 1Y | -43.3% | -19.7% | -23.6% | -40.1% |
| 3Y | -8.5% | +48.4% | -56.9% | -27.5% |
| All | -8.5% | +49.9% | -58.4% | -27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling