+3,133.8%
ETR vs RMD
+38,753.6%
-35,619.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | +0.5% | +2.1% | -1.5% | +0.3% |
| 30D | +6.4% | +2.1% | +4.3% | +6.1% |
| 3M | +4.0% | +6.2% | -2.3% | +3.2% |
| 6M | -0.5% | +19.4% | -19.9% | -2.7% |
| YTD | +22.4% | +0.5% | +21.9% | +21.8% |
| 1Y | +19.9% | -3.9% | +23.8% | +19.8% |
| 3Y | +154.7% | +72.5% | +82.2% | +136.6% |
| 5Y | +158.1% | -1.5% | +159.6% | +152.3% |
| 10Y | +374.2% | +345.8% | +28.4% | +303.2% |
| All | +3,133.8% | +38,753.6% | -35,619.8% | +2,344.2% |
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