+96.7%
ELAN vs RMD
+49.9%
+46.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -5.4% | -4.4% | -1.0% | -4.0% |
| 30D | +4.7% | -3.1% | +7.8% | +5.8% |
| 3M | -3.7% | +13.8% | -17.4% | -8.0% |
| 6M | -1.2% | -8.6% | +7.4% | +1.3% |
| YTD | +2.4% | -8.6% | +11.0% | +4.4% |
| 1Y | +23.4% | -19.7% | +43.1% | +31.0% |
| 3Y | +96.7% | +48.4% | +48.3% | +71.6% |
| All | +96.7% | +49.9% | +46.8% | +71.6% |
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