+30.8%
EMB vs RMD
+277.2%
-246.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | 0.0% | -4.7% | +4.8% | +0.5% |
| 30D | -0.3% | +0.2% | -0.5% | -0.3% |
| 3M | -0.3% | +12.0% | -12.3% | -1.5% |
| 6M | +0.7% | -12.5% | +13.3% | +1.8% |
| YTD | +1.3% | -7.9% | +9.2% | +1.7% |
| 1Y | +4.7% | -20.4% | +25.1% | +6.6% |
| 3Y | +30.1% | +53.1% | -23.0% | +23.0% |
| 5Y | +6.9% | -22.1% | +29.0% | +7.0% |
| All | +30.8% | +277.2% | -246.4% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling