+17,746.2%
TSCO vs RMD
+35,478.8%
-17,732.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.6% |
| 7D | -2.5% | -4.7% | +2.3% | -1.7% |
| 30D | -1.1% | +0.2% | -1.4% | -1.2% |
| 3M | +14.3% | +12.0% | +2.3% | +12.0% |
| 6M | -31.9% | -12.5% | -19.4% | -30.6% |
| YTD | -30.7% | -7.9% | -22.7% | -30.0% |
| 1Y | -41.1% | -20.4% | -20.7% | -39.2% |
| 3Y | -17.1% | +53.1% | -70.3% | -23.9% |
| 5Y | -7.5% | -22.1% | +14.6% | -6.5% |
| 10Y | +192.6% | +275.4% | -82.8% | +130.3% |
| All | +17,746.2% | +35,478.8% | -17,732.7% | +9,046.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling