+1,299.9%
TFC vs RMD
+36,837.6%
-35,537.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +2.4% | -5.0% | +7.4% | +3.4% |
| 30D | -1.3% | +2.2% | -3.5% | -1.8% |
| 3M | +6.1% | +17.8% | -11.8% | +2.7% |
| 6M | +7.3% | -11.3% | +18.7% | +9.3% |
| YTD | +8.2% | -4.4% | +12.6% | +8.7% |
| 1Y | +14.4% | -15.7% | +30.2% | +17.4% |
| 3Y | +93.7% | +47.7% | +46.0% | +77.1% |
| 5Y | +16.4% | -19.2% | +35.6% | +17.2% |
| 10Y | +101.6% | +280.4% | -178.8% | +53.8% |
| All | +1,299.9% | +36,837.6% | -35,537.7% | +707.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling