+52.3%
BDX vs RMD
-1.9%
+54.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.9% | -0.4% | +3.1% |
| 7D | +7.2% | -3.9% | +11.1% | +8.5% |
| 30D | +15.8% | +7.9% | +7.9% | +11.6% |
| 3M | +23.7% | +8.1% | +15.6% | +18.9% |
| 6M | +44.8% | +15.5% | +29.3% | +34.0% |
| YTD | +39.8% | +0.7% | +39.1% | +28.3% |
| 1Y | +52.3% | -1.4% | +53.7% | +42.0% |
| All | +52.3% | -1.9% | +54.2% | +42.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling