+424.6%
ETSY vs RMD
+274.3%
+150.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -4.9% | -4.4% | -0.5% | -2.8% |
| 30D | -8.6% | -3.1% | -5.5% | -7.3% |
| 3M | +4.8% | +13.8% | -9.0% | -2.6% |
| 6M | +38.1% | -8.6% | +46.7% | +42.3% |
| YTD | +31.2% | -8.6% | +39.9% | +34.9% |
| 1Y | +22.1% | -19.7% | +41.8% | +33.6% |
| 3Y | +12.2% | +48.4% | -36.1% | -17.0% |
| 5Y | -66.5% | -22.7% | -43.7% | -64.6% |
| All | +424.6% | +274.3% | +150.3% | +157.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling