+1,251.0%
BE vs RMD
-21.0%
+1,272.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.2% | +12.8% | +11.3% |
| 7D | +29.8% | -4.5% | +34.2% | +32.6% |
| 30D | +26.4% | +4.6% | +21.8% | +22.5% |
| 3M | +9.3% | +14.8% | -5.5% | -1.2% |
| 6M | +105.1% | -12.1% | +117.1% | +116.4% |
| YTD | +219.0% | -7.5% | +226.5% | +224.3% |
| 1Y | +418.8% | -20.1% | +438.8% | +475.3% |
| 3Y | +1,784.6% | +53.9% | +1,730.7% | +1,131.3% |
| 5Y | +1,251.0% | -22.2% | +1,273.2% | +1,269.2% |
| All | +1,251.0% | -21.0% | +1,272.0% | +1,269.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling