+77.9%
TEM vs RMD
+16.3%
+61.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.3% | -5.9% | -5.9% |
| 7D | -5.9% | +2.1% | -7.9% | -7.5% |
| 30D | +4.8% | +2.1% | +2.7% | +2.2% |
| 3M | +31.9% | +6.2% | +25.6% | +24.6% |
| 6M | +56.0% | +19.4% | +36.6% | +29.6% |
| YTD | +21.3% | +0.5% | +20.7% | +18.3% |
| 1Y | +5.4% | -3.9% | +9.3% | +7.6% |
| All | +77.9% | +16.3% | +61.6% | +52.1% |
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