+42.5%
CI vs RMD
-19.3%
+61.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +1.3% | -5.0% | +6.3% | +2.0% |
| 30D | +4.4% | +2.2% | +2.2% | +4.0% |
| 3M | +0.7% | +17.8% | -17.2% | -2.2% |
| 6M | +0.3% | -11.3% | +11.7% | +1.8% |
| YTD | +3.8% | -4.4% | +8.2% | +4.1% |
| 1Y | -5.5% | -15.7% | +10.2% | -3.5% |
| 3Y | +8.1% | +47.7% | -39.6% | -1.5% |
| All | +42.5% | -19.3% | +61.9% | +39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling