+6.4%
ELV vs RMD
-7.7%
+14.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +1.0% | +2.1% | -1.1% | +0.6% |
| 30D | +0.4% | +2.1% | -1.7% | -0.1% |
| 3M | +8.4% | +6.2% | +2.1% | +7.0% |
| 6M | +8.4% | +19.4% | -11.0% | +4.5% |
| YTD | +24.4% | +0.5% | +23.8% | +23.4% |
| 1Y | +33.5% | -3.9% | +37.4% | +33.6% |
| 3Y | -2.1% | +72.5% | -74.6% | -15.1% |
| All | +6.4% | -7.7% | +14.1% | +7.0% |
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