+212.8%
EWY vs RMD
+50.8%
+162.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | +1.2% | -4.2% | +5.4% | +1.7% |
| 30D | +9.3% | -2.1% | +11.4% | +9.6% |
| 3M | +2.4% | +13.8% | -11.3% | +0.4% |
| 6M | +40.3% | -10.6% | +50.9% | +43.8% |
| YTD | +88.0% | -8.1% | +96.1% | +91.5% |
| 1Y | +143.8% | -18.0% | +161.8% | +153.2% |
| All | +212.8% | +50.8% | +162.0% | +185.8% |
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