+104.5%
TEVA vs RMD
-1.9%
+106.4%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.1% | -1.3% |
| 7D | +4.7% | -3.9% | +8.6% | +5.5% |
| 30D | +5.5% | +7.9% | -2.4% | +3.1% |
| 3M | +21.6% | +8.1% | +13.5% | +18.4% |
| 6M | +18.4% | +15.5% | +2.9% | +12.6% |
| YTD | +34.1% | +0.7% | +33.4% | +31.6% |
| 1Y | +104.5% | -1.4% | +105.9% | +103.1% |
| All | +104.5% | -1.9% | +106.4% | +103.1% |
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 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