+416.5%
TPR vs RMD
+57.4%
+359.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.5% |
| 7D | +14.2% | +2.3% | +11.9% | +13.4% |
| 30D | +17.1% | +4.1% | +13.0% | +15.5% |
| 3M | -17.7% | +5.7% | -23.4% | -19.4% |
| 6M | -10.2% | +12.9% | -23.1% | -14.0% |
| YTD | +4.9% | -1.5% | +6.4% | +4.6% |
| 1Y | +36.1% | -4.8% | +40.9% | +36.8% |
| 3Y | +416.5% | +57.5% | +359.0% | +356.6% |
| All | +416.5% | +57.4% | +359.0% | +356.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling