-80.6%
TTD vs RMD
-21.0%
-59.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.4% | -1.0% |
| 7D | +1.7% | -4.5% | +6.2% | +4.4% |
| 30D | +1.6% | +4.6% | -3.0% | -1.2% |
| 3M | -27.8% | +14.8% | -42.6% | -32.9% |
| 6M | -52.1% | -12.1% | -40.0% | -48.7% |
| YTD | -63.1% | -7.5% | -55.6% | -62.0% |
| 1Y | -73.1% | -20.1% | -53.0% | -69.7% |
| 3Y | -83.3% | +53.9% | -137.2% | -89.3% |
| 5Y | -80.6% | -22.2% | -58.4% | -74.9% |
| All | -80.6% | -21.0% | -59.6% | -74.9% |
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 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