+6,675.2%
TXN vs RMD
+38,753.6%
-32,078.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.0% |
| 3M | +11.6% | +6.2% | +5.3% | +9.5% |
| 6M | +0.1% | +19.4% | -19.3% | -5.1% |
| YTD | +78.8% | +0.5% | +78.3% | +76.3% |
| 1Y | +91.2% | -3.9% | +95.2% | +90.6% |
| 3Y | +125.8% | +72.5% | +53.3% | +92.0% |
| 5Y | +83.8% | -1.5% | +85.3% | +76.2% |
| 10Y | +469.9% | +345.8% | +124.1% | +282.3% |
| All | +6,675.2% | +38,753.6% | -32,078.4% | +1,951.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling