+185.7%
EXPE vs RMD
+53.4%
+132.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -9.5% | -5.0% | -4.5% | -8.2% |
| 30D | -6.6% | +2.2% | -8.8% | -7.2% |
| 3M | +31.4% | +17.8% | +13.5% | +25.7% |
| 6M | +35.2% | -11.3% | +46.5% | +38.4% |
| YTD | +5.8% | -4.4% | +10.2% | +6.0% |
| 1Y | +38.7% | -15.7% | +54.4% | +43.2% |
| All | +185.7% | +53.4% | +132.3% | +157.3% |
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 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