+502.5%
EWT vs RMD
+4,257.4%
-3,754.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +9.1% | +2.1% | +7.0% | +8.5% |
| 30D | -12.2% | +2.1% | -14.3% | -12.9% |
| 3M | -9.4% | +6.2% | -15.7% | -11.3% |
| 6M | +2.7% | +19.4% | -16.7% | -3.5% |
| YTD | +53.3% | +0.5% | +52.7% | +50.7% |
| 1Y | +59.2% | -3.9% | +63.1% | +58.4% |
| 3Y | +157.1% | +72.5% | +84.6% | +109.6% |
| 5Y | +119.6% | -1.5% | +121.1% | +105.9% |
| 10Y | +446.9% | +345.8% | +101.1% | +202.0% |
| All | +502.5% | +4,257.4% | -3,754.9% | +52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling