+176.4%
EOG vs RMD
-22.9%
+199.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -1.3% | -4.7% | +3.4% | -0.8% |
| 30D | +3.4% | +0.2% | +3.1% | +3.2% |
| 3M | +7.8% | +12.0% | -4.2% | +6.1% |
| 6M | +13.4% | -12.5% | +25.9% | +15.1% |
| YTD | +43.5% | -7.9% | +51.4% | +44.5% |
| 1Y | +29.7% | -20.4% | +50.1% | +33.2% |
| 3Y | +23.2% | +53.1% | -29.9% | +12.5% |
| 5Y | +176.4% | -22.1% | +198.5% | +146.4% |
| All | +176.4% | -22.9% | +199.3% | +146.4% |
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