+813.4%
CTAS vs RMD
+347.3%
+466.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.8% | -0.6% |
| 7D | +1.7% | +2.1% | -0.3% | +1.1% |
| 30D | +8.4% | +2.1% | +6.4% | +7.5% |
| 3M | +13.0% | +6.2% | +6.8% | +10.5% |
| 6M | +39.1% | +19.4% | +19.7% | +30.5% |
| YTD | +21.2% | +0.5% | +20.7% | +19.6% |
| 1Y | +21.6% | -3.9% | +25.6% | +21.6% |
| 3Y | +73.2% | +72.5% | +0.7% | +37.8% |
| 5Y | +115.7% | -1.5% | +117.2% | +104.4% |
| All | +813.4% | +347.3% | +466.0% | +477.9% |
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