+859.0%
BA vs RMD
+38,610.5%
-37,751.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.5% |
| 7D | -0.1% | -5.3% | +5.3% | +0.8% |
| 30D | -9.1% | +8.4% | -17.6% | -10.5% |
| 3M | -28.2% | +7.1% | -35.3% | -29.2% |
| 6M | -23.1% | +15.8% | -38.9% | -25.5% |
| YTD | -20.6% | +0.2% | -20.7% | -21.0% |
| 1Y | -12.7% | -1.4% | -11.3% | -13.0% |
| 3Y | -11.6% | +61.3% | -72.9% | -20.6% |
| 5Y | -23.1% | -3.9% | -19.3% | -25.0% |
| 10Y | +34.4% | +365.6% | -331.2% | +2.2% |
| All | +859.0% | +38,610.5% | -37,751.5% | +393.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling