+594.1%
EWT vs RMD
+4,042.5%
-3,448.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.0% |
| 7D | +4.0% | -5.0% | +9.0% | +5.4% |
| 30D | +10.3% | +2.2% | +8.1% | +9.4% |
| 3M | +6.1% | +17.8% | -11.8% | +0.5% |
| 6M | +56.6% | -11.3% | +68.0% | +60.5% |
| YTD | +76.6% | -4.4% | +81.0% | +76.6% |
| 1Y | +97.9% | -15.7% | +113.6% | +104.8% |
| 3Y | +198.0% | +47.7% | +150.2% | +153.9% |
| 5Y | +151.8% | -19.2% | +171.0% | +150.9% |
| 10Y | +514.1% | +280.4% | +233.7% | +256.7% |
| All | +594.1% | +4,042.5% | -3,448.4% | +78.1% |
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 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