+195.6%
EQT vs RMD
-22.6%
+218.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -4.2% | +3.0% | -0.4% |
| 30D | +1.1% | -2.1% | +3.1% | +1.4% |
| 3M | +4.8% | +13.8% | -9.0% | +2.0% |
| 6M | -10.6% | -10.6% | 0.0% | -9.0% |
| YTD | +3.4% | -8.1% | +11.5% | +4.5% |
| 1Y | +8.7% | -18.0% | +26.6% | +12.2% |
| 3Y | +35.0% | +52.9% | -17.9% | +16.4% |
| All | +195.6% | -22.6% | +218.1% | +138.0% |
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