+341.5%
TSM vs RMD
+64.1%
+277.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.5% |
| 7D | -2.5% | +1.2% | -3.7% | -2.8% |
| 30D | -14.3% | +2.5% | -16.7% | -14.7% |
| 3M | -7.2% | +11.5% | -18.8% | -9.2% |
| 6M | -5.1% | +14.7% | -19.8% | -8.1% |
| YTD | +28.9% | -1.3% | +30.2% | +29.1% |
| 1Y | +37.1% | -5.3% | +42.4% | +38.6% |
| 3Y | +341.5% | +68.8% | +272.7% | +287.0% |
| All | +341.5% | +64.1% | +277.4% | +287.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling