+142.2%
CI vs RMD
+360.8%
-218.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +0.1% | +1.2% | -1.1% | -0.2% |
| 30D | +4.7% | +2.5% | +2.2% | +3.9% |
| 3M | +5.2% | +11.5% | -6.3% | +2.1% |
| 6M | +3.8% | +14.7% | -10.9% | -0.5% |
| YTD | +9.2% | -1.3% | +10.6% | +8.5% |
| 1Y | +14.3% | -5.3% | +19.5% | +14.7% |
| 3Y | +8.4% | +68.8% | -60.3% | -10.7% |
| 5Y | +50.0% | -5.9% | +55.9% | +44.9% |
| 10Y | +142.2% | +348.7% | -206.5% | +68.2% |
| All | +142.2% | +360.8% | -218.6% | +68.2% |
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 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