+2,554.4%
BDX vs RMD
+36,837.6%
-34,283.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | -2.5% | -5.0% | +2.5% | -1.8% |
| 30D | +8.3% | +2.2% | +6.0% | +7.8% |
| 3M | +24.4% | +17.8% | +6.5% | +21.2% |
| 6M | +9.2% | -11.3% | +20.5% | +11.0% |
| YTD | +22.7% | -4.4% | +27.1% | +23.3% |
| 1Y | +25.9% | -15.7% | +41.6% | +28.9% |
| 3Y | -10.5% | +47.7% | -58.2% | -16.8% |
| 5Y | +1.9% | -19.2% | +21.1% | +2.6% |
| 10Y | +58.7% | +280.4% | -221.7% | +27.9% |
| All | +2,554.4% | +36,837.6% | -34,283.2% | +1,458.1% |
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