-2.9%
ELV vs RMD
+50.8%
-53.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.1% | +5.0% |
| 7D | +0.4% | -4.2% | +4.6% | +0.9% |
| 30D | +6.7% | -2.1% | +8.8% | +6.9% |
| 3M | +3.0% | +13.8% | -10.8% | +1.2% |
| 6M | +48.0% | -10.6% | +58.6% | +49.3% |
| YTD | +20.0% | -8.1% | +28.1% | +20.6% |
| 1Y | +37.9% | -18.0% | +55.8% | +40.3% |
| All | -2.9% | +50.8% | -53.7% | -4.5% |
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