+26.6%
BA vs RMD
+340.4%
-313.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | 0.0% | +3.1% | -3.1% | -1.1% |
| 30D | -8.9% | +1.8% | -10.7% | -9.7% |
| 3M | -25.5% | +6.7% | -32.2% | -27.5% |
| 6M | -27.0% | +13.9% | -40.8% | -31.0% |
| YTD | -20.1% | -2.0% | -18.1% | -20.6% |
| 1Y | -11.0% | -5.4% | -5.6% | -10.5% |
| 3Y | -11.8% | +67.4% | -79.2% | -31.9% |
| 5Y | -20.6% | -5.7% | -14.9% | -24.3% |
| 10Y | +26.6% | +338.4% | -311.7% | -23.0% |
| All | +26.6% | +340.4% | -313.7% | -23.0% |
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