+144.9%
TE vs RMD
-20.3%
+165.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.6% | -6.8% |
| 7D | +0.9% | -4.2% | +5.1% | -1.6% |
| 30D | -16.3% | -2.1% | -14.2% | -17.0% |
| 3M | -40.8% | +13.8% | -54.5% | -34.4% |
| 6M | -42.6% | -10.6% | -32.0% | -42.4% |
| YTD | -31.4% | -8.1% | -23.3% | -27.2% |
| 1Y | +144.9% | -18.0% | +162.9% | +134.0% |
| All | +144.9% | -20.3% | +165.2% | +134.0% |
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