+87.7%
EEM vs RMD
+51.0%
+36.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +2.0% | -4.7% | +6.7% | +2.5% |
| 30D | +5.1% | +0.2% | +4.8% | +5.0% |
| 3M | +4.6% | +12.0% | -7.4% | +3.0% |
| 6M | +17.8% | -12.5% | +30.3% | +20.0% |
| YTD | +25.8% | -7.9% | +33.8% | +27.2% |
| 1Y | +36.4% | -20.4% | +56.8% | +40.5% |
| All | +87.7% | +51.0% | +36.6% | +75.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling