+45.9%
BE vs RMD
-5.5%
+51.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.5% |
| 7D | -13.4% | +3.1% | -16.5% | -12.8% |
| 30D | -33.9% | +1.8% | -35.7% | -33.0% |
| 3M | -12.0% | +6.7% | -18.7% | -10.0% |
| 6M | -29.0% | +13.9% | -42.9% | -24.8% |
| YTD | +113.4% | -2.0% | +115.4% | +139.5% |
| All | +45.9% | -5.5% | +51.4% | +65.6% |
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