+3,153.6%
ETR vs RMD
+38,753.6%
-35,600.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +1.2% | +2.1% | -0.9% | +0.9% |
| 30D | +7.0% | +2.1% | +4.9% | +6.7% |
| 3M | +4.6% | +6.2% | -1.6% | +3.8% |
| 6M | +0.1% | +19.4% | -19.3% | -2.1% |
| YTD | +23.2% | +0.5% | +22.6% | +22.5% |
| 1Y | +20.6% | -3.9% | +24.5% | +20.5% |
| 3Y | +156.3% | +72.5% | +83.7% | +138.1% |
| 5Y | +159.6% | -1.5% | +161.2% | +153.9% |
| 10Y | +377.1% | +345.8% | +31.3% | +305.6% |
| All | +3,153.6% | +38,753.6% | -35,600.0% | +2,359.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling