-1.3%
CMS vs RMD
-14.6%
+13.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +0.4% | -5.0% | +5.4% | +0.7% |
| 30D | -3.6% | +2.2% | -5.8% | -3.7% |
| 3M | -1.9% | +17.8% | -19.8% | -3.7% |
| 6M | -11.0% | -11.3% | +0.4% | -10.5% |
| YTD | +0.2% | -4.4% | +4.6% | -0.6% |
| 1Y | -1.3% | -15.7% | +14.4% | -1.0% |
| All | -1.3% | -14.6% | +13.3% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling