+441.0%
TEAM vs RMD
+340.4%
+100.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.8% |
| 7D | -22.2% | +3.1% | -25.3% | -23.0% |
| 30D | -28.1% | +1.8% | -29.9% | -28.5% |
| 3M | -2.2% | +6.7% | -8.8% | -4.1% |
| 6M | +62.2% | +13.9% | +48.3% | +54.4% |
| YTD | -8.4% | -2.0% | -6.3% | -8.9% |
| 1Y | -6.6% | -5.4% | -1.2% | -6.2% |
| 3Y | -15.7% | +67.4% | -83.1% | -36.2% |
| 5Y | -65.7% | -5.7% | -60.0% | -67.4% |
| 10Y | +441.0% | +338.4% | +102.6% | +173.0% |
| All | +441.0% | +340.4% | +100.6% | +173.0% |
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 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