-29.3%
ETHA vs RMD
+8.0%
-37.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.4% | -4.2% | +1.8% | -1.3% |
| 30D | +30.9% | -2.1% | +32.9% | +31.5% |
| 3M | +51.1% | +13.8% | +37.4% | +45.5% |
| 6M | +20.5% | -10.6% | +31.1% | +24.8% |
| YTD | -17.3% | -8.1% | -9.2% | -14.7% |
| 1Y | -43.2% | -18.0% | -25.3% | -39.6% |
| All | -29.3% | +8.0% | -37.3% | -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 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