-82.8%
TTD vs RMD
+57.4%
-140.2%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.3% |
| 7D | +6.3% | -5.0% | +11.3% | +8.1% |
| 30D | -23.9% | +2.2% | -26.1% | -24.2% |
| 3M | -31.4% | +17.8% | -49.2% | -34.5% |
| 6M | -42.7% | -11.3% | -31.3% | -40.9% |
| YTD | -62.0% | -4.4% | -57.6% | -61.9% |
| 1Y | -72.2% | -15.7% | -56.5% | -71.0% |
| All | -82.8% | +57.4% | -140.2% | -85.6% |
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