-25.6%
TGT vs RMD
-22.7%
-2.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -5.0% | -4.2% | -0.9% | -3.9% |
| 30D | +3.0% | -2.1% | +5.1% | +3.6% |
| 3M | +22.6% | +13.8% | +8.9% | +17.6% |
| 6M | +31.2% | -10.6% | +41.8% | +34.4% |
| YTD | +63.7% | -8.1% | +71.8% | +66.0% |
| 1Y | +78.5% | -18.0% | +96.4% | +86.7% |
| 3Y | +40.5% | +52.9% | -12.3% | +16.9% |
| 5Y | -25.6% | -22.3% | -3.3% | -24.1% |
| All | -25.6% | -22.7% | -2.9% | -24.1% |
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