+9,934.7%
CMI vs RMD
+35,478.9%
-25,544.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.7% | -4.7% | +5.4% | +1.7% |
| 30D | -12.3% | +0.2% | -12.5% | -12.4% |
| 3M | -16.8% | +12.0% | -28.8% | -19.2% |
| 6M | +1.5% | -12.5% | +14.1% | +3.6% |
| YTD | +9.8% | -7.9% | +17.7% | +10.7% |
| 1Y | +42.6% | -20.4% | +63.0% | +48.0% |
| 3Y | +151.0% | +53.1% | +97.9% | +123.6% |
| 5Y | +167.0% | -22.1% | +189.2% | +169.2% |
| 10Y | +512.2% | +275.4% | +236.7% | +338.1% |
| All | +9,934.7% | +35,478.9% | -25,544.2% | +4,833.3% |
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