+25.6%
EOG vs RMD
+51.0%
-25.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -1.3% | -4.7% | +3.4% | -1.0% |
| 30D | +3.4% | +0.2% | +3.1% | +3.3% |
| 3M | +7.8% | +12.0% | -4.2% | +6.8% |
| 6M | +13.4% | -12.5% | +25.9% | +14.9% |
| YTD | +43.5% | -7.9% | +51.4% | +44.4% |
| 1Y | +29.7% | -20.4% | +50.1% | +32.5% |
| All | +25.6% | +51.0% | -25.4% | +19.5% |
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