+50.1%
IEFA vs RMD
-22.7%
+72.8%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | -2.4% | -4.2% | +1.8% | -1.6% |
| 30D | -2.1% | -2.1% | 0.0% | -1.8% |
| 3M | +5.5% | +13.8% | -8.2% | +2.5% |
| 6M | +8.1% | -10.6% | +18.7% | +10.2% |
| YTD | +11.9% | -8.1% | +20.0% | +13.2% |
| 1Y | +18.1% | -18.0% | +36.0% | +22.1% |
| 3Y | +65.5% | +52.9% | +12.6% | +45.2% |
| 5Y | +50.1% | -22.3% | +72.3% | +50.9% |
| All | +50.1% | -22.7% | +72.8% | +50.9% |
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