+338.4%
RMD vs CG
+308.6%
+29.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.4% | +0.8% | -0.3% |
| 7D | +3.1% | +2.0% | +1.1% | +2.5% |
| 30D | +1.8% | +8.5% | -6.8% | -0.5% |
| 3M | +6.7% | -12.1% | +18.8% | +10.0% |
| 6M | +13.9% | -16.4% | +30.3% | +18.7% |
| YTD | -2.0% | -28.0% | +26.0% | +5.5% |
| 1Y | -5.4% | -18.9% | +13.5% | -1.4% |
| 3Y | +67.4% | +51.2% | +16.1% | +41.4% |
| 5Y | -5.7% | -15.9% | +10.1% | -10.1% |
| 10Y | +338.4% | +305.9% | +32.4% | +199.8% |
| All | +338.4% | +308.6% | +29.8% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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