+158.0%
EXPE vs RMD
+269.7%
-111.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -11.5% | -4.7% | -6.8% | -10.1% |
| 30D | -13.1% | +0.2% | -13.3% | -13.0% |
| 3M | +18.1% | +12.0% | +6.1% | +14.1% |
| 6M | +13.3% | -12.5% | +25.8% | +17.8% |
| YTD | -3.2% | -7.9% | +4.7% | -1.3% |
| 1Y | +26.1% | -20.4% | +46.5% | +34.5% |
| 3Y | +151.7% | +53.1% | +98.6% | +112.3% |
| 5Y | +88.3% | -22.1% | +110.5% | +93.1% |
| 10Y | +158.0% | +275.4% | -117.4% | +94.3% |
| All | +158.0% | +269.7% | -111.7% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling