+1,456.2%
RMD vs TMF
-71.6%
+1,527.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.9% | 0.0% |
| 7D | +0.1% | -8.2% | +8.3% | -0.6% |
| 30D | +1.9% | +5.3% | -3.4% | +2.4% |
| 3M | +6.3% | -8.5% | +14.8% | +5.5% |
| 6M | +18.2% | -17.2% | +35.4% | +16.4% |
| YTD | +0.3% | -23.4% | +23.7% | -1.9% |
| 1Y | -4.3% | -30.2% | +26.0% | -7.1% |
| 3Y | +71.3% | -32.9% | +104.2% | +67.4% |
| 5Y | -1.8% | -88.5% | +86.8% | -23.5% |
| 10Y | +344.6% | -82.2% | +426.8% | +300.0% |
| All | +1,456.2% | -71.6% | +1,527.9% | +1,611.5% |
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