+40.2%
ELAN vs RMD
-14.6%
+54.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | +1.6% | -5.0% | +6.6% | +3.8% |
| 30D | -6.6% | +2.2% | -8.8% | -7.4% |
| 3M | -0.8% | +17.8% | -18.7% | -8.0% |
| 6M | +0.2% | -11.3% | +11.6% | +3.4% |
| YTD | +8.3% | -4.4% | +12.7% | +5.3% |
| 1Y | +40.2% | -15.7% | +56.0% | +46.3% |
| All | +40.2% | -14.6% | +54.9% | +46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling