+4,451.3%
CI vs RMD
+36,837.6%
-32,386.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | +1.3% | -5.0% | +6.3% | +2.1% |
| 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% | +4.0% |
| 1Y | -5.5% | -15.7% | +10.2% | -3.5% |
| 3Y | +8.1% | +47.7% | -39.6% | -0.7% |
| 5Y | +42.8% | -19.2% | +62.0% | +42.8% |
| 10Y | +143.9% | +280.4% | -136.5% | +92.6% |
| All | +4,451.3% | +36,837.6% | -32,386.3% | +2,603.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling