+4,922.3%
TGT vs RMD
+35,656.8%
-30,734.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.5% |
| 7D | -0.6% | -4.5% | +3.8% | +0.1% |
| 30D | +9.5% | +4.6% | +4.9% | +8.7% |
| 3M | +32.3% | +14.8% | +17.5% | +29.0% |
| 6M | +37.0% | -12.1% | +49.1% | +39.5% |
| YTD | +71.0% | -7.5% | +78.5% | +72.5% |
| 1Y | +85.0% | -20.1% | +105.1% | +91.1% |
| 3Y | +46.8% | +53.9% | -7.1% | +34.3% |
| 5Y | -22.7% | -22.2% | -0.5% | -21.7% |
| 10Y | +216.3% | +268.2% | -52.0% | +148.4% |
| All | +4,922.3% | +35,656.8% | -30,734.5% | +2,352.3% |
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 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