+41,132.7%
RMD vs EAT
+4,522.3%
+36,610.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | +2.2% | +1.9% | +0.3% | +1.8% |
| 3M | +17.8% | +68.7% | -50.8% | +9.5% |
| 6M | -11.3% | +66.9% | -78.2% | -18.0% |
| YTD | -4.4% | +60.4% | -64.8% | -11.3% |
| 1Y | -15.7% | +44.0% | -59.7% | -21.0% |
| 3Y | +47.7% | +604.7% | -556.9% | +8.7% |
| 5Y | -19.2% | +347.0% | -366.2% | -38.7% |
| 10Y | +280.4% | +390.8% | -110.4% | +157.8% |
| All | +41,132.7% | +4,522.3% | +36,610.3% | +19,074.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling