+146.1%
EWT vs RMD
-22.7%
+168.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | -1.1% | -4.2% | +3.1% | -0.4% |
| 30D | +4.8% | -2.1% | +6.9% | +5.1% |
| 3M | +11.1% | +13.8% | -2.6% | +8.1% |
| 6M | +54.6% | -10.6% | +65.2% | +57.6% |
| YTD | +71.4% | -8.1% | +79.5% | +73.3% |
| 1Y | +82.1% | -18.0% | +100.1% | +88.3% |
| 3Y | +193.2% | +52.9% | +140.4% | +160.0% |
| 5Y | +146.1% | -22.3% | +168.4% | +149.0% |
| All | +146.1% | -22.7% | +168.8% | +149.0% |
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