+56.4%
TXN vs RMD
-22.7%
+79.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +2.0% | -4.2% | +6.2% | +3.1% |
| 30D | -8.0% | -2.1% | -5.9% | -7.6% |
| 3M | -7.8% | +13.8% | -21.5% | -11.8% |
| 6M | +32.4% | -10.6% | +43.0% | +35.9% |
| YTD | +51.7% | -8.1% | +59.8% | +54.0% |
| 1Y | +44.3% | -18.0% | +62.3% | +51.7% |
| 3Y | +71.3% | +52.9% | +18.4% | +45.3% |
| 5Y | +56.4% | -22.3% | +78.7% | +59.2% |
| All | +56.4% | -22.7% | +79.1% | +59.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling