+238.9%
CRM vs RMD
+274.3%
-35.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | -4.4% | -4.4% | 0.0% | -2.8% |
| 30D | +28.1% | -3.1% | +31.3% | +29.6% |
| 3M | +48.8% | +13.8% | +35.0% | +41.8% |
| 6M | +28.3% | -8.6% | +36.8% | +31.4% |
| YTD | -6.0% | -8.6% | +2.6% | -4.0% |
| 1Y | +1.4% | -19.7% | +21.1% | +8.6% |
| 3Y | +11.8% | +48.4% | -36.5% | -11.0% |
| 5Y | -2.0% | -22.7% | +20.7% | +1.5% |
| All | +238.9% | +274.3% | -35.4% | +93.7% |
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