+71.9%
TXN vs RMD
+51.0%
+20.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +2.7% | -4.7% | +7.4% | +3.7% |
| 30D | -6.7% | +0.2% | -7.0% | -6.9% |
| 3M | -8.9% | +12.0% | -20.9% | -11.9% |
| 6M | +34.7% | -12.5% | +47.2% | +39.2% |
| YTD | +53.3% | -7.9% | +61.3% | +55.9% |
| 1Y | +45.0% | -20.4% | +65.4% | +53.5% |
| All | +71.9% | +51.0% | +20.9% | +57.4% |
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