-29.2%
ETHA vs RMD
+8.2%
-37.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | +2.9% | -4.7% | +7.7% | +4.2% |
| 30D | +31.4% | +0.2% | +31.2% | +31.3% |
| 3M | +48.9% | +12.0% | +36.9% | +44.0% |
| 6M | +20.9% | -12.5% | +33.4% | +26.0% |
| YTD | -17.2% | -7.9% | -9.2% | -14.7% |
| 1Y | -42.8% | -20.4% | -22.4% | -38.7% |
| All | -29.2% | +8.2% | -37.4% | -32.0% |
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 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