+683.8%
CTAS vs RMD
+269.7%
+414.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.0% | -4.7% | +5.7% | +2.5% |
| 30D | -1.1% | +0.2% | -1.3% | -1.2% |
| 3M | +11.5% | +12.0% | -0.5% | +7.2% |
| 6M | +0.2% | -12.5% | +12.7% | +3.8% |
| YTD | +7.2% | -7.9% | +15.1% | +9.0% |
| 1Y | 0.0% | -20.4% | +20.4% | +6.3% |
| 3Y | +65.9% | +53.1% | +12.8% | +36.8% |
| 5Y | +109.6% | -22.1% | +131.7% | +115.6% |
| 10Y | +683.8% | +275.4% | +408.3% | +400.6% |
| All | +683.8% | +269.7% | +414.0% | +400.6% |
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