-10.4%
TSCO vs RMD
-23.0%
+12.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -5.7% | -4.4% | -1.2% | -4.5% |
| 30D | -8.8% | -3.1% | -5.6% | -8.0% |
| 3M | +6.3% | +13.8% | -7.4% | +2.4% |
| 6M | -32.3% | -8.6% | -23.7% | -30.9% |
| YTD | -32.7% | -8.6% | -24.1% | -31.6% |
| 1Y | -43.7% | -19.7% | -24.0% | -40.8% |
| 3Y | -19.7% | +48.4% | -68.0% | -31.4% |
| All | -10.4% | -23.0% | +12.6% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling