+893.7%
TT vs RMD
+265.7%
+628.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.5% |
| 7D | +1.6% | -4.5% | +6.0% | +2.9% |
| 30D | -7.3% | +4.6% | -11.9% | -8.7% |
| 3M | -2.6% | +14.8% | -17.4% | -7.1% |
| 6M | +5.9% | -12.1% | +18.0% | +9.1% |
| YTD | +15.4% | -7.5% | +22.9% | +16.9% |
| 1Y | +8.2% | -20.1% | +28.3% | +14.4% |
| 3Y | +122.7% | +53.9% | +68.8% | +84.9% |
| 5Y | +145.0% | -22.2% | +167.2% | +149.0% |
| 10Y | +893.7% | +268.2% | +625.5% | +565.2% |
| All | +893.7% | +265.7% | +628.1% | +565.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling