+397.7%
BAC vs RMD
+269.7%
+128.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | +0.6% | -4.7% | +5.4% | +2.1% |
| 30D | -1.4% | +0.2% | -1.6% | -1.6% |
| 3M | +15.7% | +12.0% | +3.7% | +11.3% |
| 6M | +32.2% | -12.5% | +44.7% | +36.6% |
| YTD | +15.8% | -7.9% | +23.7% | +17.7% |
| 1Y | +27.3% | -20.4% | +47.7% | +34.9% |
| 3Y | +137.5% | +53.1% | +84.3% | +97.1% |
| 5Y | +73.1% | -22.1% | +95.2% | +76.9% |
| 10Y | +397.7% | +275.4% | +122.3% | +215.6% |
| All | +397.7% | +269.7% | +128.0% | +215.6% |
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 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