+119.0%
EOG vs RMD
+276.6%
-157.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +1.0% | -4.2% | +5.2% | +1.9% |
| 30D | +2.8% | -2.1% | +4.9% | +3.1% |
| 3M | +5.9% | +13.8% | -7.9% | +2.7% |
| 6M | +17.1% | -10.6% | +27.7% | +19.0% |
| YTD | +43.9% | -8.1% | +52.0% | +45.2% |
| 1Y | +26.9% | -18.0% | +44.8% | +31.0% |
| 3Y | +23.6% | +52.9% | -29.3% | +7.6% |
| 5Y | +178.1% | -22.3% | +200.4% | +181.7% |
| All | +119.0% | +276.6% | -157.5% | +69.8% |
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 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