+558.1%
TTD vs RMD
+340.4%
+217.8%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.7% |
| 7D | +19.9% | +3.1% | +16.8% | +17.8% |
| 30D | +27.6% | +1.8% | +25.9% | +26.4% |
| 3M | +15.2% | +6.7% | +8.5% | +10.8% |
| 6M | -33.2% | +13.9% | -47.1% | -37.9% |
| YTD | -59.4% | -2.0% | -57.4% | -59.5% |
| 1Y | -64.4% | -5.4% | -59.0% | -63.8% |
| 3Y | -75.9% | +67.4% | -143.3% | -83.9% |
| 5Y | -82.6% | -5.7% | -76.9% | -83.2% |
| 10Y | +558.1% | +338.4% | +219.8% | +218.9% |
| All | +558.1% | +340.4% | +217.8% | +218.9% |
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