-0.5%
BBY vs RMD
-22.7%
+22.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | +0.7% | -4.2% | +4.9% | +2.0% |
| 30D | +5.8% | -2.1% | +7.8% | +6.3% |
| 3M | +18.0% | +13.8% | +4.2% | +12.9% |
| 6M | +39.8% | -10.6% | +50.5% | +43.7% |
| YTD | +35.4% | -8.1% | +43.5% | +37.6% |
| 1Y | +21.4% | -18.0% | +39.4% | +27.9% |
| 3Y | +39.5% | +52.9% | -13.3% | +18.8% |
| 5Y | -0.5% | -22.3% | +21.8% | -9.8% |
| All | -0.5% | -22.7% | +22.2% | -9.8% |
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