+15.6%
EMR vs RMD
-20.7%
+36.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +0.9% | -4.7% | +5.6% | +2.4% |
| 30D | -5.0% | +0.2% | -5.2% | -5.1% |
| 3M | +5.9% | +12.0% | -6.1% | +1.2% |
| 6M | +7.3% | -12.5% | +19.9% | +16.7% |
| YTD | +14.6% | -7.9% | +22.5% | +21.0% |
| 1Y | +15.6% | -20.4% | +36.0% | +28.2% |
| All | +15.6% | -20.7% | +36.3% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling