+24,120.4%
RMD vs TD
+8,075.2%
+16,045.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +2.1% | +1.1% | +1.0% | +1.7% |
| 30D | +2.1% | +5.2% | -3.1% | +0.4% |
| 3M | +6.2% | +1.2% | +5.0% | +5.7% |
| 6M | +19.4% | +17.7% | +1.6% | +12.4% |
| YTD | +0.5% | +34.2% | -33.7% | -9.7% |
| 1Y | -3.9% | +55.4% | -59.4% | -18.1% |
| 3Y | +72.5% | +130.4% | -57.9% | +27.2% |
| 5Y | -1.5% | +101.8% | -103.3% | -24.5% |
| 10Y | +345.8% | +301.9% | +43.9% | +165.0% |
| All | +24,120.4% | +8,075.2% | +16,045.3% | +7,354.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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