+389.7%
TPR vs RMD
+360.8%
+29.0%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +12.7% | +1.2% | +11.5% | +12.1% |
| 30D | +17.1% | +2.5% | +14.6% | +15.7% |
| 3M | -15.9% | +11.5% | -27.4% | -19.6% |
| 6M | +2.6% | +14.7% | -12.1% | -3.5% |
| YTD | +7.5% | -1.3% | +8.8% | +6.9% |
| 1Y | +32.9% | -5.3% | +38.2% | +34.0% |
| 3Y | +413.8% | +68.8% | +345.1% | +303.6% |
| 5Y | +263.9% | -5.9% | +269.7% | +250.9% |
| 10Y | +389.7% | +348.7% | +41.0% | +181.1% |
| All | +389.7% | +360.8% | +29.0% | +181.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling