+3,038.3%
CLS vs RMD
+269.7%
+2,768.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +20.1% | -4.7% | +24.8% | +21.5% |
| 30D | +6.0% | +0.2% | +5.8% | +5.8% |
| 3M | -10.3% | +12.0% | -22.3% | -13.7% |
| 6M | +24.5% | -12.5% | +37.0% | +28.1% |
| YTD | +12.9% | -7.9% | +20.8% | +14.4% |
| 1Y | +36.7% | -20.4% | +57.1% | +44.1% |
| 3Y | +1,328.1% | +53.1% | +1,275.0% | +1,120.7% |
| 5Y | +3,682.3% | -22.1% | +3,704.4% | +3,738.4% |
| 10Y | +3,038.3% | +275.4% | +2,762.9% | +2,433.4% |
| All | +3,038.3% | +269.7% | +2,768.6% | +2,433.4% |
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