+45.0%
BBY vs RMD
+49.9%
-4.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.7% | +3.2% |
| 7D | +0.6% | -4.4% | +5.0% | +1.8% |
| 30D | +9.4% | -3.1% | +12.5% | +10.2% |
| 3M | +19.3% | +13.8% | +5.6% | +14.4% |
| 6M | +47.9% | -8.6% | +56.5% | +50.8% |
| YTD | +39.6% | -8.6% | +48.2% | +42.0% |
| 1Y | +22.2% | -19.7% | +41.9% | +29.3% |
| 3Y | +45.0% | +48.4% | -3.4% | +28.8% |
| All | +45.0% | +49.9% | -4.9% | +28.8% |
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 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