+106.7%
CRWD vs RMD
-14.6%
+121.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -2.4% | -5.0% | +2.6% | -3.0% |
| 30D | +1.5% | +2.2% | -0.7% | +2.0% |
| 3M | +18.5% | +17.8% | +0.7% | +22.3% |
| 6M | +109.1% | -11.3% | +120.4% | +117.4% |
| YTD | +81.8% | -4.4% | +86.3% | +87.2% |
| 1Y | +106.7% | -15.7% | +122.4% | +124.2% |
| All | +106.7% | -14.6% | +121.3% | +124.2% |
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