+273.7%
RMD vs EAT
+379.9%
-106.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -4.2% | -6.2% | +2.0% | -3.5% |
| 30D | -2.1% | -3.0% | +1.0% | -1.9% |
| 3M | +13.8% | +45.6% | -31.9% | +9.0% |
| 6M | -10.6% | +53.5% | -64.2% | -15.2% |
| YTD | -8.1% | +49.6% | -57.7% | -12.7% |
| 1Y | -18.0% | +38.9% | -56.9% | -21.7% |
| 3Y | +52.9% | +589.7% | -536.8% | +20.3% |
| 5Y | -22.3% | +318.7% | -340.9% | -37.4% |
| All | +273.7% | +379.9% | -106.2% | +198.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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