+239.6%
RCL vs RMD
-18.4%
+258.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | 0.0% |
| 7D | -5.1% | -5.0% | -0.1% | -3.3% |
| 30D | -19.0% | +2.2% | -21.2% | -19.8% |
| 3M | -9.6% | +17.8% | -27.4% | -15.4% |
| 6M | -6.7% | -11.3% | +4.6% | -3.1% |
| YTD | -3.9% | -4.4% | +0.5% | -3.3% |
| 1Y | -25.1% | -15.7% | -9.4% | -21.0% |
| 3Y | +179.1% | +47.7% | +131.4% | +125.4% |
| All | +239.6% | -18.4% | +258.0% | +209.7% |
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