+503.2%
CMI vs RMD
+274.3%
+228.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -0.7% | -4.4% | +3.7% | +0.3% |
| 30D | -12.4% | -3.1% | -9.2% | -11.8% |
| 3M | -14.8% | +13.8% | -28.6% | -18.1% |
| 6M | +0.8% | -8.6% | +9.4% | +2.3% |
| YTD | +10.2% | -8.6% | +18.8% | +11.7% |
| 1Y | +37.4% | -19.7% | +57.1% | +43.9% |
| 3Y | +153.3% | +48.4% | +104.9% | +119.5% |
| 5Y | +167.6% | -22.7% | +190.3% | +172.7% |
| All | +503.2% | +274.3% | +228.9% | +292.2% |
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 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