+1,383.4%
RMD vs TMF
-68.9%
+1,452.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.3% |
| 7D | -5.0% | -1.4% | -3.5% | -5.1% |
| 30D | +2.2% | -2.8% | +5.1% | +2.0% |
| 3M | +17.8% | -10.9% | +28.8% | +16.7% |
| 6M | -11.3% | -21.3% | +10.0% | -13.2% |
| YTD | -4.4% | -15.9% | +11.5% | -5.8% |
| 1Y | -15.7% | -15.7% | 0.0% | -16.8% |
| 3Y | +47.7% | -43.4% | +91.1% | +41.1% |
| 5Y | -19.2% | -87.8% | +68.5% | -36.7% |
| 10Y | +280.4% | -86.7% | +367.1% | +223.3% |
| All | +1,383.4% | -68.9% | +1,452.3% | +1,544.1% |
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