+275.3%
TMUS vs RMD
+1,110.1%
-834.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.4% |
| 7D | +3.6% | +2.3% | +1.2% | +2.8% |
| 30D | -3.4% | +4.1% | -7.5% | -5.0% |
| 3M | -9.5% | +5.7% | -15.2% | -11.7% |
| 6M | -15.2% | +12.9% | -28.1% | -19.3% |
| YTD | -18.9% | -1.5% | -17.4% | -20.0% |
| 1Y | -17.7% | -4.8% | -12.9% | -18.0% |
| 3Y | +15.6% | +57.5% | -41.8% | -7.0% |
| 5Y | +38.9% | -5.5% | +44.4% | +29.7% |
| 10Y | +245.3% | +357.8% | -112.5% | +59.5% |
| All | +275.3% | +1,110.1% | -834.8% | -6.9% |
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