+3,020.9%
ETR vs RMD
+36,837.6%
-33,816.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +1.4% | -5.0% | +6.4% | +2.0% |
| 30D | +1.0% | +2.2% | -1.2% | +0.7% |
| 3M | -1.3% | +17.8% | -19.1% | -3.2% |
| 6M | +1.9% | -11.3% | +13.2% | +2.9% |
| YTD | +18.2% | -4.4% | +22.6% | +18.3% |
| 1Y | +24.7% | -15.7% | +40.4% | +26.4% |
| 3Y | +150.7% | +47.7% | +102.9% | +136.7% |
| 5Y | +127.0% | -19.2% | +146.2% | +126.7% |
| 10Y | +295.5% | +280.4% | +15.1% | +241.0% |
| All | +3,020.9% | +36,837.6% | -33,816.7% | +2,273.9% |
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