+290.1%
ETR vs RMD
+274.3%
+15.8%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -1.8% | -4.4% | +2.6% | -0.8% |
| 30D | -1.8% | -3.1% | +1.4% | -1.2% |
| 3M | -3.6% | +13.8% | -17.4% | -6.9% |
| 6M | +2.6% | -8.6% | +11.2% | +4.0% |
| YTD | +16.0% | -8.6% | +24.7% | +17.4% |
| 1Y | +20.1% | -19.7% | +39.8% | +25.2% |
| 3Y | +143.6% | +48.4% | +95.2% | +109.5% |
| 5Y | +124.4% | -22.7% | +147.1% | +128.6% |
| All | +290.1% | +274.3% | +15.8% | +178.4% |
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