+18.0%
TPR vs RMD
-16.5%
+34.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -2.3% | -5.0% | +2.7% | -0.5% |
| 30D | -23.0% | +2.2% | -25.2% | -23.7% |
| 3M | -12.5% | +17.8% | -30.3% | -18.6% |
| 6M | -21.4% | -11.3% | -10.1% | -17.1% |
| YTD | -3.5% | -4.4% | +0.9% | -0.2% |
| All | +18.0% | -16.5% | +34.6% | +36.4% |
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