+101.4%
EXE vs RMD
-22.9%
+124.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.7% | -4.7% | +2.0% | -2.1% |
| 30D | -0.4% | +0.2% | -0.6% | -0.5% |
| 3M | +9.5% | +12.0% | -2.5% | +7.5% |
| 6M | -9.3% | -12.5% | +3.2% | -7.9% |
| YTD | -10.9% | -7.9% | -3.0% | -10.4% |
| 1Y | +4.3% | -20.4% | +24.7% | +7.2% |
| 3Y | +18.8% | +53.1% | -34.3% | +4.5% |
| 5Y | +101.4% | -22.1% | +123.5% | +70.9% |
| All | +101.4% | -22.9% | +124.3% | +70.9% |
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