+87.4%
BAC vs RMD
+57.4%
+30.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | -1.2% | +2.3% | -3.5% | -1.6% |
| 30D | -7.7% | +4.1% | -11.8% | -8.4% |
| 3M | -21.2% | +5.7% | -26.9% | -22.1% |
| 6M | -6.8% | +12.9% | -19.7% | -9.2% |
| YTD | -8.7% | -1.5% | -7.2% | -8.8% |
| 1Y | -5.3% | -4.8% | -0.5% | -4.9% |
| 3Y | +87.4% | +57.5% | +30.0% | +66.7% |
| All | +87.4% | +57.4% | +30.0% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling