+372.7%
ETR vs RMD
+347.3%
+25.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +1.2% | +2.1% | -0.9% | +0.7% |
| 30D | +7.0% | +2.1% | +4.9% | +6.3% |
| 3M | +4.6% | +6.2% | -1.6% | +2.8% |
| 6M | +0.1% | +19.4% | -19.3% | -4.6% |
| YTD | +23.2% | +0.5% | +22.6% | +21.7% |
| 1Y | +20.6% | -3.9% | +24.5% | +20.4% |
| 3Y | +156.3% | +72.5% | +83.7% | +112.3% |
| 5Y | +159.6% | -1.5% | +161.2% | +146.6% |
| All | +372.7% | +347.3% | +25.4% | +215.1% |
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