+251.7%
BAC vs RMD
+360.8%
-109.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +2.0% | +1.2% | +0.8% | +1.6% |
| 30D | -6.9% | +2.5% | -9.4% | -7.8% |
| 3M | -19.6% | +11.5% | -31.1% | -22.4% |
| 6M | -0.5% | +14.7% | -15.1% | -5.3% |
| YTD | -6.6% | -1.3% | -5.3% | -7.2% |
| 1Y | -3.0% | -5.3% | +2.3% | -2.5% |
| 3Y | +97.3% | +68.8% | +28.6% | +59.0% |
| 5Y | +21.9% | -5.9% | +27.7% | +16.9% |
| 10Y | +251.7% | +348.7% | -97.0% | +125.9% |
| All | +251.7% | +360.8% | -109.1% | +125.9% |
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 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