+84.6%
TXN vs RMD
-7.7%
+92.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | +9.5% | +2.1% | +7.4% | +8.9% |
| 30D | +8.7% | +2.1% | +6.6% | +7.9% |
| 3M | +11.6% | +6.2% | +5.3% | +9.4% |
| 6M | +0.1% | +19.4% | -19.3% | -5.8% |
| YTD | +78.8% | +0.5% | +78.3% | +76.8% |
| 1Y | +91.2% | -3.9% | +95.2% | +91.8% |
| 3Y | +125.8% | +72.5% | +53.3% | +84.3% |
| All | +84.6% | -7.7% | +92.3% | +83.9% |
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