+802.8%
TEAM vs RMD
+364.0%
+438.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.5% |
| 7D | -0.4% | -5.0% | +4.5% | +1.3% |
| 30D | +67.3% | +2.2% | +65.1% | +65.3% |
| 3M | +86.8% | +17.8% | +68.9% | +76.2% |
| 6M | +146.8% | -11.3% | +158.2% | +155.0% |
| YTD | +16.9% | -4.4% | +21.3% | +17.0% |
| 1Y | +12.8% | -15.7% | +28.5% | +18.0% |
| 3Y | -7.3% | +47.7% | -55.0% | -26.8% |
| 5Y | -50.7% | -19.2% | -31.5% | -50.4% |
| 10Y | +529.8% | +280.4% | +249.4% | +206.6% |
| All | +802.8% | +364.0% | +438.8% | +285.0% |
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 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