+4,004.2%
RMD vs TRI
+561.6%
+3,442.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.4% | +5.1% | +1.7% |
| 7D | -5.0% | -0.5% | -4.5% | -5.0% |
| 30D | +2.2% | +7.9% | -5.6% | -1.0% |
| 3M | +17.8% | +24.1% | -6.2% | +7.5% |
| 6M | -11.3% | +3.8% | -15.2% | -14.8% |
| YTD | -4.4% | -16.9% | +12.4% | -1.2% |
| 1Y | -15.7% | -38.4% | +22.7% | -1.8% |
| 3Y | +47.7% | -12.2% | +60.0% | +46.1% |
| 5Y | -19.2% | -1.8% | -17.4% | -24.2% |
| 10Y | +280.4% | +207.6% | +72.8% | +123.5% |
| All | +4,004.2% | +561.6% | +3,442.5% | +1,547.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling