-9.0%
BDX vs RMD
+51.0%
-60.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -3.6% | -4.7% | +1.2% | -2.4% |
| 30D | +0.7% | +0.2% | +0.4% | +0.6% |
| 3M | +19.0% | +12.0% | +7.0% | +15.6% |
| 6M | +10.8% | -12.5% | +23.3% | +13.2% |
| YTD | +20.1% | -7.9% | +28.1% | +21.1% |
| 1Y | +23.1% | -20.4% | +43.4% | +27.8% |
| All | -9.0% | +51.0% | -60.0% | -17.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling