+330.2%
RCL vs RMD
+346.1%
-15.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -4.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | +14.4% | +1.9% | +12.5% | +13.4% |
| 3M | +5.2% | +6.3% | -1.1% | +2.4% |
| 6M | +26.1% | +18.2% | +7.9% | +17.3% |
| YTD | +17.4% | +0.3% | +17.1% | +15.7% |
| 1Y | +24.7% | -4.3% | +28.9% | +25.0% |
| 3Y | +250.9% | +71.3% | +179.7% | +173.1% |
| 5Y | +293.8% | -1.8% | +295.6% | +272.7% |
| All | +330.2% | +346.1% | -15.9% | +166.4% |
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