+637.6%
TEAM vs RMD
+379.0%
+258.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -17.2% | +1.2% | -18.4% | -17.5% |
| 30D | -25.1% | +2.5% | -27.6% | -25.7% |
| 3M | +3.9% | +11.5% | -7.6% | +0.3% |
| 6M | +69.1% | +14.7% | +54.4% | +60.3% |
| YTD | -4.5% | -1.3% | -3.1% | -5.4% |
| 1Y | -1.9% | -5.3% | +3.4% | -1.4% |
| 3Y | -9.3% | +68.8% | -78.1% | -32.0% |
| 5Y | -65.2% | -5.9% | -59.3% | -66.8% |
| 10Y | +467.0% | +348.7% | +118.3% | +153.1% |
| All | +637.6% | +379.0% | +258.6% | +211.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling