+3,051.2%
BDX vs RMD
+38,753.6%
-35,702.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | +2.9% | +2.1% | +0.8% | +2.6% |
| 30D | +15.4% | +2.1% | +13.3% | +15.0% |
| 3M | +20.5% | +6.2% | +14.3% | +19.3% |
| 6M | +53.2% | +19.4% | +33.8% | +48.9% |
| YTD | +45.7% | +0.5% | +45.1% | +45.1% |
| 1Y | +47.3% | -3.9% | +51.2% | +47.7% |
| 3Y | +25.1% | +72.5% | -47.5% | +13.6% |
| 5Y | +27.4% | -1.5% | +29.0% | +24.5% |
| 10Y | +95.4% | +345.8% | -250.4% | +54.2% |
| All | +3,051.2% | +38,753.6% | -35,702.4% | +1,734.5% |
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 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