+236.1%
EW vs RMD
+340.4%
-104.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.4% |
| 7D | +9.3% | +3.1% | +6.2% | +7.9% |
| 30D | +22.1% | +1.8% | +20.3% | +21.0% |
| 3M | +13.0% | +6.7% | +6.3% | +9.8% |
| 6M | +30.1% | +13.9% | +16.2% | +22.2% |
| YTD | +22.0% | -2.0% | +24.0% | +21.2% |
| 1Y | +23.7% | -5.4% | +29.1% | +24.6% |
| 3Y | +62.0% | +67.4% | -5.4% | +19.5% |
| 5Y | -12.4% | -5.7% | -6.7% | -16.4% |
| 10Y | +236.1% | +338.4% | -102.3% | +77.2% |
| All | +236.1% | +340.4% | -104.3% | +77.2% |
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 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