+369.9%
ETR vs RMD
+347.3%
+22.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | +0.5% | +2.1% | -1.5% | +0.1% |
| 30D | +6.4% | +2.1% | +4.3% | +5.7% |
| 3M | +4.0% | +6.2% | -2.3% | +2.2% |
| 6M | -0.5% | +19.4% | -19.9% | -5.2% |
| YTD | +22.4% | +0.5% | +21.9% | +21.0% |
| 1Y | +19.9% | -3.9% | +23.8% | +19.6% |
| 3Y | +154.7% | +72.5% | +82.2% | +111.0% |
| 5Y | +158.1% | -1.5% | +159.6% | +145.1% |
| All | +369.9% | +347.3% | +22.5% | +213.2% |
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 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