+35.7%
CTSH vs RMD
+346.1%
-310.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -4.2% | +0.1% | -4.3% | -4.2% |
| 30D | +3.9% | +1.9% | +2.0% | +3.0% |
| 3M | +10.2% | +6.3% | +3.9% | +7.7% |
| 6M | +35.3% | +18.2% | +17.1% | +27.4% |
| YTD | -21.8% | +0.3% | -22.1% | -22.4% |
| 1Y | -12.1% | -4.3% | -7.9% | -11.6% |
| 3Y | +2.0% | +71.3% | -69.2% | -18.2% |
| 5Y | -15.3% | -1.8% | -13.5% | -19.4% |
| All | +35.7% | +346.1% | -310.4% | -22.0% |
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