+137.1%
EOG vs RMD
+347.3%
-210.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.5% | +1.7% |
| 7D | +7.6% | +2.1% | +5.5% | +7.2% |
| 30D | +3.4% | +2.1% | +1.3% | +2.7% |
| 3M | +12.7% | +6.2% | +6.5% | +10.9% |
| 6M | +19.0% | +19.4% | -0.4% | +13.9% |
| YTD | +55.6% | +0.5% | +55.0% | +53.8% |
| 1Y | +49.5% | -3.9% | +53.5% | +49.2% |
| 3Y | +43.2% | +72.5% | -29.4% | +21.4% |
| 5Y | +111.8% | -1.5% | +113.4% | +102.4% |
| All | +137.1% | +347.3% | -210.3% | +89.9% |
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 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