+271.2%
EW vs RMD
+347.3%
-76.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | +4.9% | +2.1% | +2.8% | +4.0% |
| 30D | +23.9% | +2.1% | +21.9% | +22.7% |
| 3M | +15.8% | +6.2% | +9.5% | +12.6% |
| 6M | +31.7% | +19.4% | +12.3% | +21.3% |
| YTD | +25.7% | +0.5% | +25.2% | +23.6% |
| 1Y | +24.4% | -3.9% | +28.4% | +24.5% |
| 3Y | +65.9% | +72.5% | -6.7% | +20.9% |
| 5Y | -7.6% | -1.5% | -6.1% | -13.4% |
| All | +271.2% | +347.3% | -76.1% | +99.6% |
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