+1,848.9%
CVS vs RMD
+38,753.6%
-36,904.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | +6.6% | +2.1% | +4.5% | +6.3% |
| 30D | -0.4% | +2.1% | -2.5% | -0.9% |
| 3M | -5.3% | +6.2% | -11.5% | -6.3% |
| 6M | -7.7% | +19.4% | -27.1% | -10.3% |
| YTD | +16.0% | +0.5% | +15.5% | +15.1% |
| 1Y | +16.2% | -3.9% | +20.2% | +16.0% |
| 3Y | +47.6% | +72.5% | -25.0% | +34.0% |
| 5Y | +12.3% | -1.5% | +13.8% | +8.9% |
| 10Y | +62.4% | +345.8% | -283.4% | +28.4% |
| All | +1,848.9% | +38,753.6% | -36,904.7% | +927.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling