+159.9%
ETR vs RMD
-1.8%
+161.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.5% | -0.2% | +1.7% | +1.5% |
| 30D | +6.6% | +1.6% | +5.0% | +6.3% |
| 3M | +4.4% | +6.0% | -1.6% | +3.5% |
| 6M | -0.3% | +17.9% | -18.2% | -2.7% |
| YTD | +23.3% | 0.0% | +23.3% | +22.7% |
| 1Y | +18.9% | -4.5% | +23.4% | +19.0% |
| 3Y | +155.5% | +70.8% | +84.7% | +129.3% |
| 5Y | +159.9% | -2.0% | +162.0% | +156.3% |
| All | +159.9% | -1.8% | +161.7% | +156.3% |
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