+1,339.5%
CRS vs RMD
+276.6%
+1,062.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.2% |
| 7D | -4.1% | -4.2% | +0.1% | -2.6% |
| 30D | -16.6% | -2.1% | -14.5% | -16.1% |
| 3M | -14.3% | +13.8% | -28.0% | -19.2% |
| 6M | +11.6% | -10.6% | +22.2% | +15.2% |
| YTD | +42.6% | -8.1% | +50.7% | +45.2% |
| 1Y | +81.8% | -18.0% | +99.8% | +93.0% |
| 3Y | +632.1% | +52.9% | +579.2% | +469.7% |
| 5Y | +1,401.6% | -22.3% | +1,423.9% | +1,446.6% |
| All | +1,339.5% | +276.6% | +1,062.9% | +614.0% |
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 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