+502.9%
TEAM vs RMD
+269.7%
+233.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -4.7% | -4.7% | +0.1% | -3.1% |
| 30D | +17.0% | +0.2% | +16.8% | +17.1% |
| 3M | +85.9% | +12.0% | +73.9% | +78.8% |
| 6M | +116.7% | -12.5% | +129.2% | +124.7% |
| YTD | +9.6% | -7.9% | +17.6% | +11.1% |
| 1Y | -2.5% | -20.4% | +17.9% | +3.9% |
| 3Y | -14.0% | +53.1% | -67.1% | -32.9% |
| 5Y | -53.1% | -22.1% | -31.0% | -52.3% |
| 10Y | +502.9% | +275.4% | +227.5% | +227.1% |
| All | +502.9% | +269.7% | +233.2% | +227.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling