-25.8%
TE vs RMD
-1.9%
-23.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.9% | -9.4% | -0.3% |
| 7D | +3.8% | -3.9% | +7.7% | +2.1% |
| 30D | -26.2% | +7.9% | -34.1% | -21.8% |
| 3M | -49.7% | +8.1% | -57.8% | -46.0% |
| 6M | -46.5% | +15.5% | -62.0% | -37.4% |
| YTD | -59.1% | +0.7% | -59.8% | -52.5% |
| 1Y | -25.8% | -1.4% | -24.5% | -14.4% |
| All | -25.8% | -1.9% | -23.9% | -14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling