+52.2%
TEM vs RMD
+6.5%
+45.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.3% |
| 7D | -1.1% | -4.7% | +3.7% | +3.1% |
| 30D | +11.3% | +0.2% | +11.1% | +11.3% |
| 3M | +25.5% | +12.0% | +13.5% | +11.3% |
| 6M | +17.1% | -12.5% | +29.7% | +31.8% |
| YTD | +3.8% | -7.9% | +11.7% | +9.9% |
| 1Y | -24.4% | -20.4% | -4.0% | -6.9% |
| All | +52.2% | +6.5% | +45.7% | +41.3% |
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 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