+218.9%
CRWD vs RMD
-22.7%
+241.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -2.8% | -4.2% | +1.4% | -1.5% |
| 30D | -5.9% | -2.1% | -3.8% | -5.3% |
| 3M | +29.0% | +13.8% | +15.2% | +22.6% |
| 6M | +91.5% | -10.6% | +102.1% | +98.0% |
| YTD | +78.2% | -8.1% | +86.3% | +81.2% |
| 1Y | +96.6% | -18.0% | +114.6% | +108.9% |
| 3Y | +397.0% | +52.9% | +344.2% | +267.5% |
| 5Y | +218.9% | -22.3% | +241.1% | +236.7% |
| All | +218.9% | -22.7% | +241.6% | +236.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling