+2,776.9%
RCL vs TMF
-68.9%
+2,845.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.1% | -1.4% | -3.7% | -5.4% |
| 30D | -19.0% | -2.8% | -16.2% | -19.5% |
| 3M | -9.6% | -10.9% | +1.3% | -12.0% |
| 6M | -6.7% | -21.3% | +14.6% | -12.0% |
| YTD | -3.9% | -15.9% | +12.0% | -8.0% |
| 1Y | -25.1% | -15.7% | -9.4% | -28.1% |
| 3Y | +179.1% | -43.4% | +222.5% | +149.1% |
| 5Y | +243.3% | -87.8% | +331.1% | +103.8% |
| 10Y | +325.8% | -86.7% | +412.5% | +201.2% |
| All | +2,776.9% | -68.9% | +2,845.8% | +3,350.5% |
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