+62.9%
EMR vs RMD
-21.0%
+83.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | +0.4% |
| 7D | +3.1% | -4.5% | +7.5% | +4.2% |
| 30D | -3.5% | +4.6% | -8.1% | -4.7% |
| 3M | +9.8% | +14.8% | -5.0% | +5.5% |
| 6M | +10.8% | -12.1% | +22.9% | +14.1% |
| YTD | +15.9% | -7.5% | +23.4% | +17.8% |
| 1Y | +16.4% | -20.1% | +36.5% | +22.6% |
| 3Y | +62.1% | +53.9% | +8.2% | +43.2% |
| 5Y | +62.9% | -22.2% | +85.1% | +57.8% |
| All | +62.9% | -21.0% | +83.9% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling