-53.1%
TEAM vs RMD
-22.9%
-30.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -4.7% | -4.7% | +0.1% | -3.3% |
| 30D | +17.0% | +0.2% | +16.8% | +17.1% |
| 3M | +85.9% | +12.0% | +73.9% | +79.6% |
| 6M | +116.7% | -12.5% | +129.2% | +124.6% |
| YTD | +9.6% | -7.9% | +17.6% | +11.1% |
| 1Y | -2.5% | -20.4% | +17.9% | +3.8% |
| 3Y | -14.0% | +53.1% | -67.1% | -36.3% |
| 5Y | -53.1% | -22.1% | -31.0% | -45.9% |
| All | -53.1% | -22.9% | -30.2% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling