+144.3%
IEMG vs RMD
+550.1%
-405.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | +1.6% | -4.7% | +6.3% | +2.8% |
| 30D | +4.6% | +0.2% | +4.4% | +4.5% |
| 3M | +4.8% | +12.0% | -7.2% | +1.5% |
| 6M | +16.8% | -12.5% | +29.4% | +19.9% |
| YTD | +24.8% | -7.9% | +32.8% | +26.3% |
| 1Y | +34.3% | -20.4% | +54.7% | +40.6% |
| 3Y | +87.0% | +53.1% | +33.8% | +60.6% |
| 5Y | +49.9% | -22.1% | +72.1% | +51.9% |
| 10Y | +144.8% | +275.4% | -130.6% | +57.4% |
| All | +144.3% | +550.1% | -405.8% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling