-20.4%
BA vs RMD
-4.0%
-16.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.2% |
| 7D | -1.4% | -0.8% | -0.6% | -1.2% |
| 30D | -7.9% | +1.7% | -9.6% | -8.5% |
| 3M | -25.2% | +6.4% | -31.6% | -26.6% |
| 6M | -26.7% | +20.7% | -47.4% | -30.9% |
| YTD | -19.6% | -0.2% | -19.5% | -20.3% |
| 1Y | -10.6% | -4.5% | -6.1% | -10.3% |
| 3Y | -11.2% | +70.5% | -81.8% | -28.0% |
| 5Y | -20.4% | -1.6% | -18.8% | -24.1% |
| All | -20.4% | -4.0% | -16.5% | -24.1% |
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