+16.7%
ELF vs RMD
+68.9%
-52.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.4% | -4.6% | -4.3% |
| 7D | +3.4% | +0.1% | +3.2% | +3.3% |
| 30D | +5.0% | +1.9% | +3.0% | +4.0% |
| 3M | +22.6% | +6.3% | +16.3% | +19.7% |
| 6M | +104.0% | +18.2% | +85.7% | +90.4% |
| YTD | +49.3% | +0.3% | +49.0% | +46.8% |
| 1Y | +46.0% | -4.3% | +50.3% | +45.8% |
| All | +16.7% | +68.9% | -52.2% | -19.1% |
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