+160.7%
CNH vs RMD
+269.7%
-109.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.4% |
| 7D | +1.8% | -4.7% | +6.6% | +3.5% |
| 30D | +32.6% | +0.2% | +32.4% | +32.4% |
| 3M | +29.4% | +12.0% | +17.4% | +24.0% |
| 6M | +26.0% | -12.5% | +38.5% | +30.7% |
| YTD | +52.2% | -7.9% | +60.2% | +55.1% |
| 1Y | +23.9% | -20.4% | +44.3% | +32.2% |
| 3Y | +10.1% | +53.1% | -43.0% | -7.4% |
| 5Y | +13.2% | -22.1% | +35.3% | +16.2% |
| 10Y | +160.7% | +275.4% | -114.8% | +65.2% |
| All | +160.7% | +269.7% | -109.0% | +65.2% |
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