+156.3%
ETR vs RMD
+69.3%
+86.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +1.2% | +2.1% | -0.9% | +1.0% |
| 30D | +7.0% | +2.1% | +4.9% | +6.8% |
| 3M | +4.6% | +6.2% | -1.6% | +4.1% |
| 6M | +0.1% | +19.4% | -19.3% | -1.3% |
| YTD | +23.2% | +0.5% | +22.6% | +22.8% |
| 1Y | +20.6% | -3.9% | +24.5% | +20.7% |
| 3Y | +156.3% | +72.5% | +83.7% | +144.2% |
| All | +156.3% | +69.3% | +86.9% | +144.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling