+129.6%
TT vs RMD
+51.0%
+78.6%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | 0.0% | -5.0% | +5.0% | +0.9% |
| 30D | -7.2% | +2.2% | -9.4% | -7.6% |
| 3M | -3.0% | +17.8% | -20.8% | -6.2% |
| 6M | +1.4% | -11.3% | +12.7% | +3.7% |
| YTD | +15.9% | -4.4% | +20.3% | +16.6% |
| 1Y | +9.4% | -15.7% | +25.1% | +12.8% |
| All | +129.6% | +51.0% | +78.6% | +98.2% |
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 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