+19.6%
TMO vs RMD
+49.9%
-30.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -0.6% | -4.4% | +3.8% | +0.5% |
| 30D | +1.1% | -3.1% | +4.3% | +1.9% |
| 3M | +28.3% | +13.8% | +14.6% | +23.6% |
| 6M | +23.3% | -8.6% | +31.8% | +25.5% |
| YTD | +5.5% | -8.6% | +14.1% | +7.3% |
| 1Y | +24.5% | -19.7% | +44.2% | +30.5% |
| 3Y | +19.6% | +48.4% | -28.8% | +6.7% |
| All | +19.6% | +49.9% | -30.3% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling