+5,983.4%
BBY vs RMD
+35,656.8%
-29,673.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | -0.4% |
| 7D | +8.1% | -4.5% | +12.6% | +9.1% |
| 30D | +8.9% | +4.6% | +4.3% | +7.8% |
| 3M | +22.0% | +14.8% | +7.3% | +18.1% |
| 6M | +37.8% | -12.1% | +49.9% | +40.8% |
| YTD | +37.3% | -7.5% | +44.8% | +38.6% |
| 1Y | +21.6% | -20.1% | +41.6% | +26.6% |
| 3Y | +41.5% | +53.9% | -12.4% | +26.6% |
| 5Y | +1.2% | -22.2% | +23.4% | +3.1% |
| 10Y | +237.8% | +268.2% | -30.5% | +148.3% |
| All | +5,983.4% | +35,656.8% | -29,673.3% | +2,174.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling