+5,650.1%
TXN vs RMD
+35,656.8%
-30,006.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +1.0% |
| 7D | +2.2% | -4.5% | +6.7% | +3.3% |
| 30D | -9.5% | +4.6% | -14.1% | -10.6% |
| 3M | -10.5% | +14.8% | -25.3% | -14.1% |
| 6M | +35.4% | -12.1% | +47.4% | +38.4% |
| YTD | +51.8% | -7.5% | +59.2% | +53.1% |
| 1Y | +42.9% | -20.1% | +63.0% | +49.4% |
| 3Y | +71.3% | +53.9% | +17.5% | +49.8% |
| 5Y | +58.0% | -22.2% | +80.2% | +60.6% |
| 10Y | +393.3% | +268.2% | +125.0% | +246.3% |
| All | +5,650.1% | +35,656.8% | -30,006.7% | +1,681.5% |
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