+64.6%
EFA vs RMD
+51.0%
+13.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -0.5% | -4.7% | +4.3% | +0.2% |
| 30D | -1.3% | +0.2% | -1.6% | -1.4% |
| 3M | +5.2% | +12.0% | -6.8% | +3.3% |
| 6M | +9.4% | -12.5% | +21.9% | +11.3% |
| YTD | +12.7% | -7.9% | +20.7% | +13.7% |
| 1Y | +19.3% | -20.4% | +39.7% | +22.8% |
| All | +64.6% | +51.0% | +13.6% | +54.6% |
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