+172.6%
TTMI vs RMD
-14.6%
+187.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.4% | +9.2% | +8.8% |
| 7D | +5.9% | -5.0% | +10.8% | +5.2% |
| 30D | -4.3% | +2.2% | -6.5% | -3.6% |
| 3M | -32.0% | +17.8% | -49.9% | -32.2% |
| 6M | +19.5% | -11.3% | +30.8% | +30.5% |
| YTD | +82.0% | -4.4% | +86.5% | +100.1% |
| 1Y | +172.6% | -15.7% | +188.3% | +220.7% |
| All | +172.6% | -14.6% | +187.3% | +220.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling