+8,125.1%
ETN vs RMD
+35,478.8%
-27,353.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | +6.2% | -4.7% | +11.0% | +7.1% |
| 30D | -6.7% | +0.2% | -6.9% | -6.8% |
| 3M | +3.6% | +12.0% | -8.4% | +1.0% |
| 6M | +18.3% | -12.5% | +30.8% | +20.4% |
| YTD | +31.5% | -7.9% | +39.4% | +32.3% |
| 1Y | +20.6% | -20.4% | +41.0% | +24.5% |
| 3Y | +82.5% | +53.1% | +29.4% | +64.7% |
| 5Y | +177.8% | -22.1% | +199.9% | +180.2% |
| 10Y | +705.0% | +275.4% | +429.6% | +513.2% |
| All | +8,125.1% | +35,478.8% | -27,353.7% | +4,132.2% |
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