+379.4%
TTD vs RMD
+300.8%
+78.6%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | +6.3% | -5.0% | +11.3% | +9.4% |
| 30D | -23.9% | +2.2% | -26.1% | -24.5% |
| 3M | -31.4% | +17.8% | -49.2% | -37.2% |
| 6M | -42.7% | -11.3% | -31.3% | -39.0% |
| YTD | -62.0% | -4.4% | -57.6% | -61.5% |
| 1Y | -72.2% | -15.7% | -56.5% | -69.8% |
| 3Y | -81.9% | +47.7% | -129.7% | -87.1% |
| 5Y | -81.5% | -19.2% | -62.3% | -80.6% |
| All | +379.4% | +300.8% | +78.6% | +114.2% |
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