-2.5%
TEAM vs RMD
-20.7%
+18.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -4.7% | -4.7% | +0.1% | -5.1% |
| 30D | +17.0% | +0.2% | +16.8% | +17.4% |
| 3M | +85.9% | +12.0% | +73.9% | +87.6% |
| 6M | +116.7% | -12.5% | +129.2% | +116.9% |
| YTD | +9.6% | -7.9% | +17.6% | +7.4% |
| 1Y | -2.5% | -20.4% | +17.9% | +2.3% |
| All | -2.5% | -20.7% | +18.2% | +2.3% |
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