+641.7%
BE vs RMD
+133.9%
+507.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.0% |
| 7D | -13.4% | +3.1% | -16.5% | -14.9% |
| 30D | -33.9% | +1.8% | -35.7% | -34.9% |
| 3M | -12.0% | +6.7% | -18.7% | -15.9% |
| 6M | -29.0% | +13.9% | -42.9% | -35.9% |
| YTD | +113.4% | -2.0% | +115.4% | +107.9% |
| 1Y | +33.2% | -5.4% | +38.6% | +32.2% |
| 3Y | +1,659.2% | +67.4% | +1,591.8% | +1,104.1% |
| 5Y | +461.4% | -5.7% | +467.1% | +423.9% |
| All | +641.7% | +133.9% | +507.8% | +403.5% |
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 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