+21.7%
BDX vs RMD
-18.7%
+40.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | -3.2% | -4.4% | +1.3% | -1.3% |
| 30D | -2.5% | -3.1% | +0.6% | -1.3% |
| 3M | +21.4% | +13.8% | +7.6% | +14.6% |
| 6M | +10.4% | -8.6% | +19.0% | +11.6% |
| YTD | +18.8% | -8.6% | +27.5% | +15.8% |
| 1Y | +21.7% | -19.7% | +41.4% | +28.0% |
| All | +21.7% | -18.7% | +40.4% | +28.0% |
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