+277.4%
EMR vs RMD
+269.7%
+7.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +0.9% | -4.7% | +5.6% | +2.3% |
| 30D | -5.0% | +0.2% | -5.2% | -5.1% |
| 3M | +5.9% | +12.0% | -6.1% | +2.1% |
| 6M | +7.3% | -12.5% | +19.9% | +10.9% |
| YTD | +14.6% | -7.9% | +22.5% | +16.6% |
| 1Y | +15.6% | -20.4% | +36.0% | +22.5% |
| 3Y | +60.2% | +53.1% | +7.1% | +37.6% |
| 5Y | +65.8% | -22.1% | +88.0% | +70.0% |
| 10Y | +277.4% | +275.4% | +2.0% | +153.2% |
| All | +277.4% | +269.7% | +7.7% | +153.2% |
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