+127.9%
TT vs RMD
-5.3%
+133.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.8% |
| 7D | -2.0% | +2.3% | -4.3% | -2.6% |
| 30D | -14.0% | +4.1% | -18.1% | -15.0% |
| 3M | -15.9% | +5.7% | -21.6% | -17.4% |
| 6M | -17.3% | +12.9% | -30.2% | -20.5% |
| YTD | +4.0% | -1.5% | +5.5% | +3.4% |
| 1Y | -7.1% | -4.8% | -2.4% | -6.8% |
| 3Y | +90.2% | +57.5% | +32.7% | +58.0% |
| All | +127.9% | -5.3% | +133.2% | +119.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling