+41.6%
TXN vs RMD
-14.6%
+56.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.8% |
| 7D | -0.1% | -5.0% | +4.9% | +0.3% |
| 30D | -6.9% | +2.2% | -9.2% | -7.0% |
| 3M | -14.9% | +17.8% | -32.8% | -17.1% |
| 6M | +29.0% | -11.3% | +40.3% | +39.8% |
| YTD | +51.5% | -4.4% | +55.9% | +55.9% |
| 1Y | +41.6% | -15.7% | +57.3% | +55.2% |
| All | +41.6% | -14.6% | +56.2% | +55.2% |
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 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