+26.9%
EOG vs RMD
-20.3%
+47.1%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +1.0% | -4.2% | +5.2% | +0.8% |
| 30D | +2.8% | -2.1% | +4.9% | +2.6% |
| 3M | +5.9% | +13.8% | -7.9% | +6.3% |
| 6M | +17.1% | -10.6% | +27.7% | +19.5% |
| YTD | +43.9% | -8.1% | +52.0% | +45.1% |
| 1Y | +26.9% | -18.0% | +44.8% | +30.1% |
| All | +26.9% | -20.3% | +47.1% | +30.1% |
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