+214.5%
BAC vs RMD
+346.1%
-131.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | -6.4% | +1.9% | -8.3% | -7.1% |
| 3M | -21.7% | +6.3% | -28.0% | -23.3% |
| 6M | +0.5% | +18.2% | -17.7% | -5.2% |
| YTD | -6.7% | +0.3% | -7.0% | -7.8% |
| 1Y | -4.7% | -4.3% | -0.4% | -4.5% |
| 3Y | +96.1% | +71.3% | +24.8% | +57.2% |
| 5Y | +21.7% | -1.8% | +23.5% | +15.1% |
| All | +214.5% | +346.1% | -131.7% | +96.1% |
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 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