+3,422.0%
RCL vs TMF
-69.1%
+3,491.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.0% |
| 7D | +3.9% | +2.7% | +1.2% | +4.5% |
| 30D | +11.8% | +19.3% | -7.6% | +16.2% |
| 3M | -0.8% | -3.7% | +2.8% | -1.6% |
| 6M | +23.6% | -11.3% | +34.9% | +20.1% |
| YTD | +17.6% | -16.6% | +34.2% | +12.6% |
| 1Y | +28.3% | -21.1% | +49.4% | +21.2% |
| 3Y | +261.4% | -26.8% | +288.3% | +245.2% |
| 5Y | +245.3% | -88.0% | +333.4% | +103.2% |
| 10Y | +381.8% | -84.7% | +466.5% | +259.1% |
| All | +3,422.0% | -69.1% | +3,491.1% | +4,120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 all: compounded portfolio wealth divided by compounded TMF 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…
all analysis · Full analysis span regression · 6 months rolling