+125.2%
ETR vs RMD
-22.7%
+147.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.2% | -1.3% |
| 7D | -1.9% | -4.2% | +2.3% | -1.4% |
| 30D | -0.2% | -2.1% | +1.9% | 0.0% |
| 3M | -3.7% | +13.8% | -17.5% | -5.5% |
| 6M | +2.1% | -10.6% | +12.7% | +3.2% |
| YTD | +16.5% | -8.1% | +24.6% | +17.2% |
| 1Y | +22.5% | -18.0% | +40.5% | +25.1% |
| 3Y | +144.7% | +52.9% | +91.8% | +123.2% |
| 5Y | +125.2% | -22.3% | +147.5% | +120.5% |
| All | +125.2% | -22.7% | +147.9% | +120.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling