+668.0%
BE vs RMD
+139.9%
+528.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.1% |
| 7D | +10.8% | +2.1% | +8.7% | +9.8% |
| 30D | -19.8% | +2.1% | -21.9% | -21.0% |
| 3M | -18.7% | +6.2% | -25.0% | -22.1% |
| 6M | -33.7% | +19.4% | -53.1% | -41.4% |
| YTD | +121.0% | +0.5% | +120.4% | +112.8% |
| 1Y | +85.4% | -3.9% | +89.4% | +83.1% |
| 3Y | +1,709.5% | +72.5% | +1,637.0% | +1,120.7% |
| 5Y | +462.2% | -1.5% | +463.7% | +414.2% |
| All | +668.0% | +139.9% | +528.0% | +415.2% |
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