-22.1%
BA vs RMD
-5.3%
-16.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.0% |
| 7D | +1.1% | +2.3% | -1.3% | +0.4% |
| 30D | -7.9% | +4.1% | -12.0% | -9.1% |
| 3M | -25.3% | +5.7% | -31.0% | -26.7% |
| 6M | -24.6% | +12.9% | -37.5% | -27.6% |
| YTD | -20.1% | -1.5% | -18.6% | -20.5% |
| 1Y | -11.8% | -4.8% | -7.0% | -11.4% |
| 3Y | -10.1% | +57.5% | -67.6% | -25.0% |
| All | -22.1% | -5.3% | -16.9% | -21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling