+148.2%
TT vs RMD
-22.9%
+171.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | +1.4% | -4.7% | +6.1% | +2.6% |
| 30D | -6.7% | +0.2% | -6.9% | -6.8% |
| 3M | -5.4% | +12.0% | -17.4% | -8.6% |
| 6M | +4.4% | -12.5% | +16.9% | +7.5% |
| YTD | +14.9% | -7.9% | +22.9% | +16.6% |
| 1Y | +9.3% | -20.4% | +29.6% | +15.1% |
| 3Y | +121.7% | +53.1% | +68.6% | +85.1% |
| 5Y | +148.2% | -22.1% | +170.3% | +141.5% |
| All | +148.2% | -22.9% | +171.1% | +141.5% |
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