+64.9%
EFA vs RMD
+68.9%
-3.9%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | +0.5% | +1.9% | -1.4% | +0.2% |
| 3M | -4.1% | +6.3% | -10.4% | -5.1% |
| 6M | +2.4% | +18.2% | -15.8% | -0.4% |
| YTD | +10.0% | +0.3% | +9.8% | +9.6% |
| 1Y | +11.4% | -4.3% | +15.7% | +11.7% |
| All | +64.9% | +68.9% | -3.9% | +52.2% |
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