+4,655.9%
CI vs RMD
+37,961.8%
-33,305.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.4% |
| 7D | -1.6% | +2.3% | -3.9% | -1.9% |
| 30D | +5.4% | +4.1% | +1.3% | +4.7% |
| 3M | +7.3% | +5.7% | +1.6% | +6.1% |
| 6M | +5.3% | +12.9% | -7.6% | +2.9% |
| YTD | +8.5% | -1.5% | +10.0% | +8.1% |
| 1Y | +17.1% | -4.8% | +21.9% | +17.3% |
| 3Y | +1.4% | +57.5% | -56.1% | -7.6% |
| 5Y | +50.5% | -5.5% | +56.0% | +46.8% |
| 10Y | +168.5% | +357.8% | -189.2% | +106.8% |
| All | +4,655.9% | +37,961.8% | -33,305.9% | +2,709.8% |
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