+53.9%
RMD vs EAT
+612.9%
-559.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -2.8% |
| 7D | -4.5% | -4.9% | +0.5% | -3.9% |
| 30D | +4.6% | -1.2% | +5.8% | +4.6% |
| 3M | +14.8% | +52.2% | -37.5% | +9.0% |
| 6M | -12.1% | +65.0% | -77.1% | -17.7% |
| YTD | -7.5% | +55.0% | -62.5% | -12.8% |
| 1Y | -20.1% | +42.1% | -62.1% | -24.0% |
| 3Y | +53.9% | +614.7% | -560.8% | +2.3% |
| All | +53.9% | +612.9% | -559.0% | +2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling