+2,277.4%
EQT vs RMD
+35,419.0%
-33,141.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -1.2% | -4.2% | +3.0% | -0.6% |
| 30D | +1.1% | -2.1% | +3.1% | +1.3% |
| 3M | +4.8% | +13.8% | -9.0% | +2.6% |
| 6M | -10.6% | -10.6% | 0.0% | -9.5% |
| YTD | +3.4% | -8.1% | +11.5% | +4.1% |
| 1Y | +8.7% | -18.0% | +26.6% | +11.2% |
| 3Y | +35.0% | +52.9% | -17.9% | +24.3% |
| 5Y | +204.2% | -22.3% | +226.5% | +206.0% |
| 10Y | +52.5% | +274.8% | -222.3% | +21.4% |
| All | +2,277.4% | +35,419.0% | -33,141.6% | +1,335.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling