+901.9%
TTMI vs RMD
+52.4%
+849.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.2% | +3.6% |
| 7D | +12.2% | -4.5% | +16.6% | +13.0% |
| 30D | -5.7% | +4.6% | -10.3% | -6.8% |
| 3M | -27.5% | +14.8% | -42.3% | -30.6% |
| 6M | +47.1% | -12.1% | +59.2% | +52.5% |
| YTD | +87.5% | -7.5% | +94.9% | +91.2% |
| 1Y | +175.2% | -20.1% | +195.3% | +192.5% |
| 3Y | +901.9% | +53.9% | +848.1% | +742.1% |
| All | +901.9% | +52.4% | +849.6% | +742.1% |
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