+1,325.8%
CRWD vs RMD
+97.1%
+1,228.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.8% |
| 7D | -3.0% | -4.4% | +1.4% | -1.4% |
| 30D | -6.8% | -3.1% | -3.6% | -5.8% |
| 3M | +19.6% | +13.8% | +5.8% | +13.1% |
| 6M | +87.1% | -8.6% | +95.7% | +91.3% |
| YTD | +76.4% | -8.6% | +85.1% | +79.3% |
| 1Y | +90.8% | -19.7% | +110.5% | +104.0% |
| 3Y | +380.0% | +48.4% | +331.6% | +271.6% |
| 5Y | +215.6% | -22.7% | +238.4% | +223.0% |
| All | +1,325.8% | +97.1% | +1,228.7% | +928.1% |
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