+49.6%
EFA vs RMD
-1.5%
+51.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | 0.0% |
| 3M | -4.1% | +6.3% | -10.4% | -5.5% |
| 6M | +2.4% | +18.2% | -15.8% | -1.5% |
| YTD | +10.0% | +0.3% | +9.8% | +9.3% |
| 1Y | +11.4% | -4.3% | +15.7% | +11.6% |
| 3Y | +65.4% | +71.3% | -5.9% | +41.8% |
| 5Y | +49.6% | -1.8% | +51.4% | +44.3% |
| All | +49.6% | -1.5% | +51.1% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling