+38.5%
TNA vs RMD
-1.9%
+40.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.9% | -1.5% | +1.8% |
| 7D | +2.4% | -3.9% | +6.3% | +4.1% |
| 30D | -0.9% | +7.9% | -8.8% | -4.0% |
| 3M | -19.2% | +8.1% | -27.3% | -22.0% |
| 6M | -0.8% | +15.5% | -16.4% | -7.0% |
| YTD | +33.2% | +0.7% | +32.5% | +38.8% |
| 1Y | +38.5% | -1.4% | +39.9% | +45.5% |
| All | +38.5% | -1.9% | +40.4% | +45.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling