+142.8%
CI vs RMD
+347.3%
-204.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.2% |
| 7D | +1.2% | +2.1% | -0.9% | +0.6% |
| 30D | +2.6% | +2.1% | +0.5% | +1.9% |
| 3M | +7.4% | +6.2% | +1.2% | +5.6% |
| 6M | -0.1% | +19.4% | -19.5% | -5.2% |
| YTD | +9.7% | +0.5% | +9.2% | +8.5% |
| 1Y | +12.1% | -3.9% | +16.1% | +12.2% |
| 3Y | +7.0% | +72.5% | -65.5% | -12.4% |
| 5Y | +49.7% | -1.5% | +51.2% | +42.5% |
| All | +142.8% | +347.3% | -204.6% | +64.4% |
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 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