+419.8%
TXN vs RMD
+274.3%
+145.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +4.0% |
| 7D | +4.0% | -4.4% | +8.4% | +5.6% |
| 30D | -2.9% | -3.1% | +0.3% | -1.9% |
| 3M | -9.1% | +13.8% | -22.9% | -14.3% |
| 6M | +36.6% | -8.6% | +45.2% | +39.4% |
| YTD | +57.5% | -8.6% | +66.1% | +60.3% |
| 1Y | +49.5% | -19.7% | +69.2% | +59.8% |
| 3Y | +76.5% | +48.4% | +28.2% | +42.9% |
| 5Y | +62.4% | -22.7% | +85.1% | +68.1% |
| All | +419.8% | +274.3% | +145.5% | +191.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling