+12,981.4%
TDG vs RMD
+1,248.3%
+11,733.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.2% | +1.7% | -0.5% |
| 7D | -0.9% | -4.5% | +3.5% | +0.5% |
| 30D | -6.5% | +4.6% | -11.1% | -8.0% |
| 3M | -5.1% | +14.8% | -19.8% | -9.4% |
| 6M | -11.5% | -12.1% | +0.5% | -8.4% |
| YTD | -13.9% | -7.5% | -6.4% | -12.4% |
| 1Y | -11.5% | -20.1% | +8.6% | -5.9% |
| 3Y | +53.7% | +53.9% | -0.2% | +27.9% |
| 5Y | +135.5% | -22.2% | +157.7% | +140.9% |
| 10Y | +535.2% | +268.2% | +266.9% | +268.0% |
| All | +12,981.4% | +1,248.3% | +11,733.2% | +4,193.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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