+48.2%
TSEM vs RMD
-3.5%
+51.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.3% | -7.2% | -6.8% |
| 7D | +7.0% | +2.1% | +4.9% | +7.8% |
| 30D | -29.8% | +2.1% | -31.9% | -28.1% |
| 3M | -41.9% | +6.2% | -48.2% | -39.0% |
| 6M | -45.8% | +19.4% | -65.1% | -38.6% |
| YTD | +25.1% | +0.5% | +24.6% | +55.5% |
| 1Y | +48.2% | -3.9% | +52.2% | +84.4% |
| All | +48.2% | -3.5% | +51.8% | +84.4% |
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