+64.1%
COP vs RMD
-3.5%
+67.7%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | +4.4% | +2.1% | +2.3% | +4.6% |
| 30D | 0.0% | +2.1% | -2.1% | +0.2% |
| 3M | +15.0% | +6.2% | +8.8% | +15.5% |
| 6M | +22.0% | +19.4% | +2.6% | +23.8% |
| YTD | +55.3% | +0.5% | +54.8% | +58.0% |
| 1Y | +64.1% | -3.9% | +68.1% | +68.0% |
| All | +64.1% | -3.5% | +67.7% | +68.0% |
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