+320.5%
TMUS vs RMD
+1,074.4%
-753.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.3% |
| 7D | +0.1% | -5.0% | +5.1% | +1.7% |
| 30D | +5.3% | +2.2% | +3.0% | +4.4% |
| 3M | +3.1% | +17.8% | -14.7% | -2.4% |
| 6M | -16.5% | -11.3% | -5.1% | -13.9% |
| YTD | -9.2% | -4.4% | -4.7% | -9.0% |
| 1Y | -26.5% | -15.7% | -10.8% | -23.4% |
| 3Y | +39.0% | +47.7% | -8.7% | +14.4% |
| 5Y | +40.4% | -19.2% | +59.6% | +39.6% |
| 10Y | +303.7% | +280.4% | +23.3% | +102.0% |
| All | +320.5% | +1,074.4% | -753.9% | +5.9% |
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