-53.2%
TSEM vs RMD
+38,753.6%
-38,806.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.3% | -7.2% | -7.0% |
| 7D | +7.0% | +2.1% | +4.9% | +6.6% |
| 30D | -29.8% | +2.1% | -31.9% | -30.1% |
| 3M | -41.9% | +6.2% | -48.2% | -42.8% |
| 6M | -45.8% | +19.4% | -65.1% | -48.2% |
| YTD | +25.1% | +0.5% | +24.6% | +23.1% |
| 1Y | +48.2% | -3.9% | +52.2% | +47.1% |
| 3Y | +476.5% | +72.5% | +403.9% | +405.2% |
| 5Y | +301.4% | -1.5% | +303.0% | +284.9% |
| 10Y | +812.9% | +345.8% | +467.2% | +568.4% |
| All | -53.2% | +38,753.6% | -38,806.8% | -79.1% |
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