+273.0%
ELF vs RMD
-7.7%
+280.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.3% | +3.7% | +3.8% |
| 7D | +1.6% | +2.1% | -0.5% | +0.8% |
| 30D | +9.1% | +2.1% | +7.0% | +8.0% |
| 3M | +28.2% | +6.2% | +21.9% | +25.0% |
| 6M | +119.5% | +19.4% | +100.2% | +103.3% |
| YTD | +55.2% | +0.5% | +54.6% | +52.6% |
| 1Y | +58.6% | -3.9% | +62.5% | +58.6% |
| 3Y | +21.3% | +72.5% | -51.3% | -6.3% |
| All | +273.0% | -7.7% | +280.7% | +254.7% |
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