+443.6%
TEAM vs RMD
+347.3%
+96.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | -2.4% | +2.1% | -4.5% | -3.1% |
| 30D | -26.7% | +2.1% | -28.8% | -27.2% |
| 3M | -9.6% | +6.2% | -15.9% | -11.3% |
| 6M | +86.0% | +19.4% | +66.7% | +74.3% |
| YTD | -7.5% | +0.5% | -8.0% | -8.9% |
| 1Y | -1.4% | -3.9% | +2.6% | -1.3% |
| 3Y | -14.3% | +72.5% | -86.9% | -35.9% |
| 5Y | -66.3% | -1.5% | -64.8% | -68.4% |
| All | +443.6% | +347.3% | +96.3% | +166.1% |
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