+140.4%
CI vs RMD
+265.7%
-125.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -1.0% |
| 7D | -2.0% | -4.5% | +2.4% | -0.9% |
| 30D | -1.8% | +4.6% | -6.4% | -3.1% |
| 3M | -4.2% | +14.8% | -19.0% | -8.1% |
| 6M | +2.7% | -12.1% | +14.8% | +5.3% |
| YTD | +1.9% | -7.5% | +9.4% | +3.1% |
| 1Y | -6.3% | -20.1% | +13.8% | -1.6% |
| 3Y | +3.9% | +53.9% | -50.0% | -12.6% |
| 5Y | +41.9% | -22.2% | +64.1% | +45.4% |
| 10Y | +140.4% | +268.2% | -127.8% | +61.4% |
| All | +140.4% | +265.7% | -125.3% | +61.4% |
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