+746.2%
EEM vs RMD
+3,405.6%
-2,659.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.5% |
| 7D | +2.7% | +2.1% | +0.6% | +1.9% |
| 30D | -5.4% | +2.1% | -7.5% | -6.4% |
| 3M | -8.6% | +6.2% | -14.9% | -11.1% |
| 6M | -8.9% | +19.4% | -28.3% | -15.9% |
| YTD | +11.9% | +0.5% | +11.4% | +9.5% |
| 1Y | +13.1% | -3.9% | +17.0% | +12.4% |
| 3Y | +70.7% | +72.5% | -1.9% | +29.3% |
| 5Y | +31.8% | -1.5% | +33.3% | +20.2% |
| 10Y | +119.5% | +345.8% | -226.2% | -6.8% |
| All | +746.2% | +3,405.6% | -2,659.4% | +49.4% |
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