-18.3%
TE vs RMD
+52.4%
-70.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -3.2% | +13.2% | +10.5% |
| 7D | +18.2% | -4.5% | +22.7% | +19.1% |
| 30D | -13.5% | +4.6% | -18.1% | -14.3% |
| 3M | -44.6% | +14.8% | -59.4% | -46.9% |
| 6M | -24.7% | -12.1% | -12.6% | -21.7% |
| YTD | -24.3% | -7.5% | -16.8% | -23.2% |
| 1Y | +155.6% | -20.1% | +175.6% | +173.4% |
| 3Y | -18.3% | +53.9% | -72.1% | -46.7% |
| All | -18.3% | +52.4% | -70.6% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling