+65.4%
IEFA vs RMD
+49.9%
+15.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -1.6% | -4.4% | +2.9% | -1.0% |
| 30D | -1.5% | -3.1% | +1.6% | -1.1% |
| 3M | +3.4% | +13.8% | -10.4% | +1.2% |
| 6M | +9.5% | -8.6% | +18.1% | +10.7% |
| YTD | +13.0% | -8.6% | +21.7% | +14.2% |
| 1Y | +18.0% | -19.7% | +37.7% | +21.4% |
| 3Y | +65.4% | +48.4% | +17.0% | +55.1% |
| All | +65.4% | +49.9% | +15.5% | +55.1% |
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 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