-65.8%
ETSY vs RMD
-23.0%
-42.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -4.9% | -4.4% | -0.5% | -3.0% |
| 30D | -8.6% | -3.1% | -5.5% | -7.5% |
| 3M | +4.8% | +13.8% | -9.0% | -1.9% |
| 6M | +38.1% | -8.6% | +46.7% | +42.2% |
| YTD | +31.2% | -8.6% | +39.9% | +34.8% |
| 1Y | +22.1% | -19.7% | +41.8% | +32.9% |
| 3Y | +12.2% | +48.4% | -36.1% | -17.8% |
| All | -65.8% | -23.0% | -42.7% | -64.9% |
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 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