+45.8%
TNA vs RMD
-18.7%
+64.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.4% |
| 7D | -7.3% | -4.4% | -2.9% | -5.2% |
| 30D | -14.2% | -3.1% | -11.0% | -12.9% |
| 3M | -4.6% | +13.8% | -18.3% | -12.9% |
| 6M | +36.9% | -8.6% | +45.5% | +51.4% |
| YTD | +42.5% | -8.6% | +51.2% | +54.4% |
| 1Y | +45.8% | -19.7% | +65.4% | +87.8% |
| All | +45.8% | -18.7% | +64.5% | +87.8% |
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