-1.2%
CNC vs RMD
+69.3%
-70.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.2% | +1.4% |
| 7D | +2.2% | +2.1% | +0.1% | +1.9% |
| 30D | +1.6% | +2.1% | -0.5% | +1.3% |
| 3M | +7.9% | +6.2% | +1.7% | +7.2% |
| 6M | +21.2% | +19.4% | +1.8% | +18.7% |
| YTD | +73.2% | +0.5% | +72.7% | +72.6% |
| 1Y | +97.5% | -3.9% | +101.4% | +97.8% |
| 3Y | -1.2% | +72.5% | -73.7% | +1.9% |
| All | -1.2% | +69.3% | -70.5% | +1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling