+52.4%
EFA vs RMD
-22.7%
+75.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.7% | -0.8% |
| 7D | -2.4% | -4.2% | +1.8% | -1.6% |
| 30D | -2.2% | -2.1% | -0.2% | -1.9% |
| 3M | +5.7% | +13.8% | -8.1% | +2.6% |
| 6M | +8.2% | -10.6% | +18.8% | +10.2% |
| YTD | +11.8% | -8.1% | +19.9% | +13.1% |
| 1Y | +18.3% | -18.0% | +36.2% | +22.4% |
| 3Y | +64.9% | +52.9% | +12.1% | +44.7% |
| 5Y | +52.4% | -22.3% | +74.7% | +53.6% |
| All | +52.4% | -22.7% | +75.1% | +53.6% |
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 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