+15.6%
TFC vs RMD
-21.0%
+36.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.1% | -1.3% |
| 7D | +2.2% | -4.5% | +6.7% | +3.5% |
| 30D | -2.5% | +4.6% | -7.1% | -3.8% |
| 3M | +4.5% | +14.8% | -10.2% | +0.3% |
| 6M | +11.0% | -12.1% | +23.0% | +14.3% |
| YTD | +5.9% | -7.5% | +13.4% | +7.4% |
| 1Y | +14.6% | -20.1% | +34.6% | +20.7% |
| 3Y | +96.7% | +53.9% | +42.8% | +66.8% |
| 5Y | +15.6% | -22.2% | +37.8% | +3.7% |
| All | +15.6% | -21.0% | +36.6% | +3.7% |
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