+253.1%
TSEM vs RMD
-14.6%
+267.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.4% | +8.2% | +7.7% |
| 7D | +6.9% | -5.0% | +11.9% | +4.4% |
| 30D | +5.3% | +2.2% | +3.1% | +7.1% |
| 3M | -14.9% | +17.8% | -32.8% | -9.0% |
| 6M | +80.0% | -11.3% | +91.4% | +100.7% |
| YTD | +89.4% | -4.4% | +93.8% | +119.5% |
| 1Y | +253.1% | -15.7% | +268.8% | +306.3% |
| All | +253.1% | -14.6% | +267.7% | +306.3% |
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