+35.7%
TSM vs RMD
-5.4%
+41.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.7% | +2.0% |
| 7D | -2.1% | +3.1% | -5.2% | -2.0% |
| 30D | -12.5% | +1.8% | -14.3% | -12.0% |
| 3M | -5.0% | +6.7% | -11.7% | -4.3% |
| 6M | -3.2% | +13.9% | -17.1% | -1.4% |
| YTD | +31.5% | -2.0% | +33.5% | +36.8% |
| 1Y | +35.7% | -5.4% | +41.1% | +40.7% |
| All | +35.7% | -5.4% | +41.1% | +40.7% |
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 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