+61.1%
CNP vs RMD
+57.4%
+3.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +1.8% |
| 7D | -4.2% | +2.3% | -6.5% | -4.3% |
| 30D | +5.5% | +4.1% | +1.4% | +5.2% |
| 3M | +0.6% | +5.7% | -5.1% | +0.2% |
| 6M | -2.8% | +12.9% | -15.7% | -3.8% |
| YTD | +7.9% | -1.5% | +9.4% | +7.6% |
| 1Y | +6.7% | -4.8% | +11.4% | +6.7% |
| 3Y | +61.1% | +57.5% | +3.6% | +53.2% |
| All | +61.1% | +57.4% | +3.7% | +53.2% |
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 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