+3,224.4%
CRH vs RMD
+35,207.1%
-31,982.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -6.1% | -4.4% | -1.6% | -5.3% |
| 30D | -9.3% | -3.1% | -6.1% | -8.8% |
| 3M | -15.2% | +13.8% | -29.0% | -17.1% |
| 6M | -14.2% | -8.6% | -5.6% | -13.1% |
| YTD | -28.3% | -8.6% | -19.6% | -27.4% |
| 1Y | -21.8% | -19.7% | -2.1% | -19.2% |
| 3Y | +71.6% | +48.4% | +23.2% | +58.5% |
| 5Y | +96.6% | -22.7% | +119.3% | +99.5% |
| 10Y | +253.8% | +272.5% | -18.7% | +181.7% |
| All | +3,224.4% | +35,207.1% | -31,982.7% | +1,950.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling