+37.8%
CTSH vs RMD
+360.8%
-323.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | -2.3% | +1.2% | -3.5% | -2.7% |
| 30D | +7.4% | +2.5% | +5.0% | +6.3% |
| 3M | +10.9% | +11.5% | -0.6% | +6.8% |
| 6M | +24.7% | +14.7% | +10.0% | +18.6% |
| YTD | -22.0% | -1.3% | -20.7% | -22.2% |
| 1Y | -11.2% | -5.3% | -5.9% | -10.3% |
| 3Y | +3.9% | +68.8% | -64.9% | -16.3% |
| 5Y | -13.9% | -5.9% | -8.1% | -16.9% |
| 10Y | +37.8% | +348.7% | -310.9% | -20.5% |
| All | +37.8% | +360.8% | -323.0% | -20.5% |
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