+706.7%
ETN vs RMD
+274.3%
+432.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.1% |
| 7D | +3.5% | -4.4% | +7.9% | +4.8% |
| 30D | -7.5% | -3.1% | -4.4% | -6.8% |
| 3M | +8.3% | +13.8% | -5.5% | +3.3% |
| 6M | +20.2% | -8.6% | +28.8% | +22.2% |
| YTD | +34.7% | -8.6% | +43.3% | +36.5% |
| 1Y | +19.4% | -19.7% | +39.1% | +25.9% |
| 3Y | +85.5% | +48.4% | +37.1% | +54.6% |
| 5Y | +186.6% | -22.7% | +209.3% | +193.0% |
| All | +706.7% | +274.3% | +432.4% | +382.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling