-24.8%
TEM vs RMD
-20.3%
-4.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -4.0% | -4.0% |
| 7D | -9.2% | -4.2% | -5.0% | -6.9% |
| 30D | +5.5% | -2.1% | +7.5% | +6.5% |
| 3M | +18.7% | +13.8% | +5.0% | +8.7% |
| 6M | +15.4% | -10.6% | +26.0% | +24.7% |
| YTD | -0.5% | -8.1% | +7.6% | +4.1% |
| 1Y | -24.8% | -18.0% | -6.9% | -7.3% |
| All | -24.8% | -20.3% | -4.6% | -7.3% |
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