+9,656.1%
TT vs RMD
+36,837.6%
-27,181.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -0.2% | -5.0% | +4.7% | +0.7% |
| 30D | -7.4% | +2.2% | -9.6% | -7.9% |
| 3M | -3.2% | +17.8% | -21.1% | -6.5% |
| 6M | +1.1% | -11.3% | +12.4% | +2.9% |
| YTD | +15.6% | -4.4% | +20.0% | +15.9% |
| 1Y | +9.2% | -15.7% | +24.9% | +11.9% |
| 3Y | +124.4% | +47.7% | +76.6% | +103.4% |
| 5Y | +138.0% | -19.2% | +157.2% | +139.1% |
| 10Y | +886.4% | +280.4% | +606.0% | +640.6% |
| All | +9,656.1% | +36,837.6% | -27,181.6% | +4,649.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling