-63.9%
BAX vs RMD
-5.3%
-58.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.2% |
| 7D | +12.1% | +2.3% | +9.8% | +11.1% |
| 30D | +7.6% | +4.1% | +3.5% | +5.7% |
| 3M | -4.5% | +5.7% | -10.2% | -6.9% |
| 6M | +52.0% | +12.9% | +39.1% | +44.2% |
| YTD | +35.1% | -1.5% | +36.7% | +35.2% |
| 1Y | +43.7% | -4.8% | +48.5% | +45.3% |
| 3Y | -20.9% | +57.5% | -78.4% | -33.2% |
| All | -63.9% | -5.3% | -58.6% | -64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling