+15.0%
EEM vs RMD
-1.9%
+16.9%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.1% | +0.7% |
| 7D | -3.0% | -3.9% | +0.9% | -2.9% |
| 30D | -10.3% | +7.9% | -18.3% | -10.3% |
| 3M | -6.6% | +8.1% | -14.7% | -6.6% |
| 6M | -3.4% | +15.5% | -18.9% | -2.3% |
| YTD | +13.2% | +0.7% | +12.5% | +17.2% |
| 1Y | +15.0% | -1.4% | +16.4% | +19.5% |
| All | +15.0% | -1.9% | +16.9% | +19.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling