-45.3%
TE vs RMD
-3.5%
-41.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -2.9% |
| 7D | -19.1% | +2.1% | -21.1% | -18.3% |
| 30D | -34.1% | +2.1% | -36.2% | -32.8% |
| 3M | -60.1% | +6.2% | -66.4% | -58.0% |
| 6M | -66.0% | +19.4% | -85.3% | -60.1% |
| YTD | -71.4% | +0.5% | -71.9% | -67.2% |
| 1Y | -45.3% | -3.9% | -41.3% | -38.5% |
| All | -45.3% | -3.5% | -41.7% | -38.5% |
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