+121.1%
EEM vs RMD
+347.3%
-226.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.4% |
| 7D | +2.7% | +2.1% | +0.6% | +2.2% |
| 30D | -5.4% | +2.1% | -7.5% | -6.0% |
| 3M | -8.6% | +6.2% | -14.9% | -10.2% |
| 6M | -8.9% | +19.4% | -28.3% | -13.4% |
| YTD | +11.9% | +0.5% | +11.4% | +10.7% |
| 1Y | +13.1% | -3.9% | +17.0% | +13.0% |
| 3Y | +70.7% | +72.5% | -1.9% | +41.9% |
| 5Y | +31.8% | -1.5% | +33.3% | +25.5% |
| All | +121.1% | +347.3% | -226.2% | +41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling