+56.7%
BDX vs RMD
+274.3%
-217.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -3.2% | -4.4% | +1.3% | -1.9% |
| 30D | -2.5% | -3.1% | +0.6% | -1.7% |
| 3M | +21.4% | +13.8% | +7.6% | +16.9% |
| 6M | +10.4% | -8.6% | +19.0% | +12.8% |
| YTD | +18.8% | -8.6% | +27.5% | +21.1% |
| 1Y | +21.7% | -19.7% | +41.4% | +28.5% |
| 3Y | -10.0% | +48.4% | -58.3% | -22.4% |
| 5Y | -1.8% | -22.7% | +20.9% | +1.0% |
| All | +56.7% | +274.3% | -217.6% | +5.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling