+245.6%
CRH vs RMD
+274.3%
-28.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | -6.1% | -4.4% | -1.6% | -4.8% |
| 30D | -9.3% | -3.1% | -6.1% | -8.4% |
| 3M | -15.2% | +13.8% | -29.0% | -18.6% |
| 6M | -14.2% | -8.6% | -5.6% | -12.3% |
| YTD | -28.3% | -8.6% | -19.6% | -26.8% |
| 1Y | -21.8% | -19.7% | -2.1% | -17.3% |
| 3Y | +71.6% | +48.4% | +23.2% | +46.6% |
| 5Y | +96.6% | -22.7% | +119.3% | +101.0% |
| All | +245.6% | +274.3% | -28.7% | +124.7% |
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