-36.9%
BAX vs RMD
+269.7%
-306.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | -5.1% | -4.7% | -0.4% | -3.4% |
| 30D | -12.2% | +0.2% | -12.4% | -12.3% |
| 3M | +21.8% | +12.0% | +9.8% | +16.7% |
| 6M | +36.3% | -12.5% | +48.8% | +42.5% |
| YTD | +27.8% | -7.9% | +35.7% | +31.7% |
| 1Y | -0.1% | -20.4% | +20.3% | +8.1% |
| 3Y | -33.3% | +53.1% | -86.4% | -43.5% |
| 5Y | -67.1% | -22.1% | -44.9% | -65.7% |
| 10Y | -36.9% | +275.4% | -312.3% | -59.3% |
| All | -36.9% | +269.7% | -306.6% | -59.3% |
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