+330.8%
JCI vs RMD
+276.6%
+54.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +0.4% | -4.2% | +4.6% | +1.4% |
| 30D | -7.7% | -2.1% | -5.7% | -7.4% |
| 3M | +2.8% | +13.8% | -11.0% | -1.2% |
| 6M | +7.2% | -10.6% | +17.9% | +9.6% |
| YTD | +20.0% | -8.1% | +28.0% | +21.5% |
| 1Y | +33.3% | -18.0% | +51.2% | +38.7% |
| 3Y | +161.3% | +52.9% | +108.5% | +124.2% |
| 5Y | +108.8% | -22.3% | +131.0% | +112.0% |
| All | +330.8% | +276.6% | +54.2% | +203.0% |
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