+331.2%
RCL vs RMD
+276.6%
+54.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -2.5% | -4.2% | +1.7% | -1.0% |
| 30D | -15.7% | -2.1% | -13.6% | -15.1% |
| 3M | -3.6% | +13.8% | -17.4% | -8.6% |
| 6M | -8.7% | -10.6% | +2.0% | -5.5% |
| YTD | -6.2% | -8.1% | +1.9% | -4.3% |
| 1Y | -22.9% | -18.0% | -4.9% | -18.0% |
| 3Y | +173.6% | +52.9% | +120.7% | +121.9% |
| 5Y | +226.6% | -22.3% | +248.8% | +236.2% |
| All | +331.2% | +276.6% | +54.6% | +183.5% |
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