+261.1%
RCL vs RMD
-5.3%
+266.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +2.0% |
| 7D | +6.5% | +2.3% | +4.2% | +5.7% |
| 30D | +15.9% | +4.1% | +11.8% | +14.0% |
| 3M | +2.7% | +5.7% | -3.0% | 0.0% |
| 6M | +15.2% | +12.9% | +2.3% | +8.8% |
| YTD | +19.2% | -1.5% | +20.7% | +18.3% |
| 1Y | +31.6% | -4.8% | +36.4% | +32.3% |
| 3Y | +274.2% | +57.5% | +216.7% | +190.8% |
| All | +261.1% | -5.3% | +266.4% | +260.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling