+324.2%
CSCO vs RMD
+340.4%
-16.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.3% |
| 7D | -4.7% | +3.1% | -7.8% | -5.5% |
| 30D | -17.1% | +1.8% | -18.9% | -17.7% |
| 3M | -19.6% | +6.7% | -26.3% | -21.3% |
| 6M | +2.4% | +13.9% | -11.5% | -2.4% |
| YTD | +29.8% | -2.0% | +31.8% | +29.0% |
| 1Y | +38.7% | -5.4% | +44.1% | +39.1% |
| 3Y | +101.3% | +67.4% | +34.0% | +63.6% |
| 5Y | +94.8% | -5.7% | +100.6% | +86.8% |
| 10Y | +324.2% | +338.4% | -14.2% | +151.6% |
| All | +324.2% | +340.4% | -16.2% | +151.6% |
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