+1,683.6%
BE vs RMD
+64.1%
+1,619.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.2% | +11.7% | +11.9% |
| 7D | -1.2% | +1.2% | -2.4% | -1.8% |
| 30D | -30.9% | +2.5% | -33.4% | -31.6% |
| 3M | -11.6% | +11.5% | -23.2% | -15.4% |
| 6M | -25.7% | +14.7% | -40.4% | -30.4% |
| YTD | +123.1% | -1.3% | +124.5% | +123.6% |
| 1Y | +43.4% | -5.3% | +48.7% | +46.6% |
| 3Y | +1,683.6% | +68.8% | +1,614.9% | +866.8% |
| All | +1,683.6% | +64.1% | +1,619.6% | +866.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling