+22.5%
CTSH vs RMD
+265.7%
-243.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -2.8% |
| 7D | -5.5% | -4.5% | -1.0% | -4.1% |
| 30D | +4.5% | +4.6% | -0.1% | +3.1% |
| 3M | +13.7% | +14.8% | -1.0% | +8.9% |
| 6M | -8.4% | -12.1% | +3.7% | -4.9% |
| YTD | -26.5% | -7.5% | -19.0% | -24.9% |
| 1Y | -13.9% | -20.1% | +6.1% | -8.1% |
| 3Y | -11.3% | +53.9% | -65.2% | -26.2% |
| 5Y | -14.8% | -22.2% | +7.4% | -12.0% |
| 10Y | +22.5% | +268.2% | -245.7% | -23.9% |
| All | +22.5% | +265.7% | -243.1% | -23.9% |
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