+52.2%
EW vs RMD
+57.4%
-5.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.7% |
| 7D | +11.0% | +2.3% | +8.7% | +10.4% |
| 30D | +19.1% | +4.1% | +14.9% | +18.0% |
| 3M | +14.4% | +5.7% | +8.6% | +12.9% |
| 6M | +22.8% | +12.9% | +9.9% | +19.3% |
| YTD | +19.8% | -1.5% | +21.3% | +19.2% |
| 1Y | +23.9% | -4.8% | +28.6% | +24.0% |
| 3Y | +52.2% | +57.5% | -5.3% | +29.1% |
| All | +52.2% | +57.4% | -5.2% | +29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling