+271.5%
RMD vs TRI
+196.2%
+75.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | -4.4% | -7.9% | +3.5% | -1.7% |
| 30D | -3.1% | -4.5% | +1.4% | -1.9% |
| 3M | +13.8% | +22.1% | -8.3% | +4.8% |
| 6M | -8.6% | -2.8% | -5.8% | -9.5% |
| YTD | -8.6% | -23.4% | +14.8% | -0.8% |
| 1Y | -19.7% | -41.5% | +21.9% | -1.4% |
| 3Y | +48.4% | -19.2% | +67.6% | +50.4% |
| 5Y | -22.7% | -9.4% | -13.3% | -27.4% |
| All | +271.5% | +196.2% | +75.2% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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