+911.5%
BE vs RMD
+128.1%
+783.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.4% | +7.7% | +7.5% |
| 7D | +20.0% | -5.0% | +25.0% | +22.9% |
| 30D | +7.9% | +2.2% | +5.7% | +6.3% |
| 3M | -13.2% | +17.8% | -31.1% | -22.0% |
| 6M | +53.5% | -11.3% | +64.8% | +60.4% |
| YTD | +191.0% | -4.4% | +195.4% | +190.1% |
| 1Y | +360.5% | -15.7% | +376.2% | +389.5% |
| 3Y | +1,568.0% | +47.7% | +1,520.3% | +1,131.0% |
| 5Y | +1,055.2% | -19.2% | +1,074.4% | +1,072.8% |
| All | +911.5% | +128.1% | +783.4% | +602.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling