+12.8%
TEAM vs RMD
-14.6%
+27.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.7% |
| 7D | -0.4% | -5.0% | +4.5% | -1.0% |
| 30D | +67.3% | +2.2% | +65.1% | +68.2% |
| 3M | +86.8% | +17.8% | +68.9% | +90.2% |
| 6M | +146.8% | -11.3% | +158.2% | +148.8% |
| YTD | +16.9% | -4.4% | +21.3% | +15.1% |
| 1Y | +12.8% | -15.7% | +28.5% | +17.9% |
| All | +12.8% | -14.6% | +27.4% | +17.9% |
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