+28.1%
BA vs RMD
+360.8%
-332.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -1.7% | +1.2% | -2.9% | -2.2% |
| 30D | -9.5% | +2.5% | -11.9% | -10.5% |
| 3M | -26.5% | +11.5% | -38.0% | -29.6% |
| 6M | -27.4% | +14.7% | -42.1% | -31.6% |
| YTD | -20.6% | -1.3% | -19.3% | -21.3% |
| 1Y | -11.4% | -5.3% | -6.2% | -11.0% |
| 3Y | -10.8% | +68.8% | -79.6% | -31.4% |
| 5Y | -21.9% | -5.9% | -16.1% | -25.4% |
| 10Y | +28.1% | +348.7% | -320.5% | -22.9% |
| All | +28.1% | +360.8% | -332.6% | -22.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling