-9.6%
TOST vs RMD
-3.7%
-5.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -2.0% |
| 7D | -3.6% | -0.8% | -2.8% | -3.3% |
| 30D | +8.9% | +1.7% | +7.2% | +7.6% |
| 3M | -2.2% | +6.4% | -8.6% | -5.0% |
| 6M | +41.0% | +20.7% | +20.3% | +29.7% |
| YTD | -4.0% | -0.2% | -3.8% | -5.0% |
| 1Y | -9.6% | -4.5% | -5.1% | -8.7% |
| All | -9.6% | -3.7% | -5.9% | -8.7% |
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 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