+280.3%
EMR vs RMD
+346.1%
-65.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | +2.7% | +0.1% | +2.5% | +2.6% |
| 30D | +2.1% | +1.9% | +0.2% | +1.4% |
| 3M | +2.3% | +6.3% | -4.1% | +0.2% |
| 6M | +22.5% | +18.2% | +4.3% | +15.8% |
| YTD | +27.2% | +0.3% | +26.9% | +26.1% |
| 1Y | +28.0% | -4.3% | +32.3% | +28.6% |
| 3Y | +103.4% | +71.3% | +32.2% | +69.3% |
| 5Y | +88.2% | -1.8% | +89.9% | +79.9% |
| All | +280.3% | +346.1% | -65.9% | +153.5% |
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 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