+513.6%
EWT vs RMD
+274.3%
+239.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.0% |
| 7D | -1.1% | -4.4% | +3.3% | -0.2% |
| 30D | +4.5% | -3.1% | +7.6% | +5.1% |
| 3M | +8.3% | +13.8% | -5.5% | +4.7% |
| 6M | +54.2% | -8.6% | +62.8% | +56.4% |
| YTD | +74.6% | -8.6% | +83.2% | +76.5% |
| 1Y | +84.9% | -19.7% | +104.6% | +92.4% |
| 3Y | +197.5% | +48.4% | +149.2% | +161.9% |
| 5Y | +150.6% | -22.7% | +173.3% | +154.0% |
| All | +513.6% | +274.3% | +239.3% | +343.1% |
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 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