+327.7%
BE vs RMD
-20.1%
+347.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.9% |
| 7D | +23.9% | -4.7% | +28.7% | +23.0% |
| 30D | +27.8% | +0.2% | +27.6% | +27.8% |
| 3M | +3.7% | +12.0% | -8.3% | +5.9% |
| 6M | +78.0% | -12.5% | +90.5% | +94.3% |
| YTD | +209.9% | -7.9% | +217.8% | +240.9% |
| All | +327.7% | -20.1% | +347.8% | +406.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling