+379.0%
RCL vs RMD
+360.8%
+18.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +5.0% | +1.2% | +3.8% | +4.6% |
| 30D | +19.4% | +2.5% | +16.9% | +18.2% |
| 3M | +5.9% | +11.5% | -5.6% | +1.3% |
| 6M | +23.8% | +14.7% | +9.1% | +16.5% |
| YTD | +22.8% | -1.3% | +24.1% | +21.8% |
| 1Y | +34.3% | -5.3% | +39.5% | +35.2% |
| 3Y | +276.4% | +68.8% | +207.7% | +194.7% |
| 5Y | +281.6% | -5.9% | +287.4% | +266.7% |
| 10Y | +379.0% | +348.7% | +30.3% | +205.0% |
| All | +379.0% | +360.8% | +18.3% | +205.0% |
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