+934.0%
BE vs RMD
+119.3%
+814.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +9.7% | -4.2% | +13.9% | +11.9% |
| 30D | +22.4% | -2.1% | +24.4% | +23.1% |
| 3M | +10.4% | +13.8% | -3.4% | +0.8% |
| 6M | +67.9% | -10.6% | +78.5% | +73.8% |
| YTD | +197.5% | -8.1% | +205.6% | +201.9% |
| 1Y | +310.6% | -18.0% | +328.5% | +342.6% |
| 3Y | +1,657.2% | +52.9% | +1,604.4% | +1,165.3% |
| 5Y | +1,218.2% | -22.3% | +1,240.4% | +1,262.3% |
| All | +934.0% | +119.3% | +814.6% | +631.0% |
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