+9.8%
BAX vs RMD
-14.6%
+24.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | -1.1% | -5.0% | +3.8% | +2.6% |
| 30D | -5.5% | +2.2% | -7.7% | -7.4% |
| 3M | +33.5% | +17.8% | +15.7% | +15.3% |
| 6M | +35.9% | -11.3% | +47.2% | +50.8% |
| YTD | +35.4% | -4.4% | +39.8% | +41.6% |
| 1Y | +9.8% | -15.7% | +25.5% | +23.8% |
| All | +9.8% | -14.6% | +24.4% | +23.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling