+275.4%
RMD vs TAP
-51.4%
+326.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.3% |
| 7D | -4.7% | -5.1% | +0.4% | -3.5% |
| 30D | +0.2% | -8.4% | +8.7% | +2.3% |
| 3M | +12.0% | -3.9% | +15.9% | +12.9% |
| 6M | -12.5% | -14.4% | +1.8% | -9.5% |
| YTD | -7.9% | -14.7% | +6.8% | -5.0% |
| 1Y | -20.4% | -18.7% | -1.7% | -17.1% |
| 3Y | +53.1% | -32.6% | +85.8% | +65.5% |
| 5Y | -22.1% | -1.4% | -20.7% | -24.4% |
| 10Y | +275.4% | -50.4% | +325.8% | +282.3% |
| All | +275.4% | -51.4% | +326.8% | +282.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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