+62.8%
EMR vs RMD
+57.4%
+5.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -1.5% | -5.0% | +3.5% | -0.3% |
| 30D | -5.6% | +2.2% | -7.8% | -6.2% |
| 3M | +7.9% | +17.8% | -9.9% | +3.1% |
| 6M | +6.0% | -11.3% | +17.4% | +9.1% |
| YTD | +16.4% | -4.4% | +20.9% | +17.6% |
| 1Y | +16.6% | -15.7% | +32.3% | +21.1% |
| All | +62.8% | +57.4% | +5.4% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling