+57.3%
BMY vs RMD
+346.1%
-288.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.4% | -1.0% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +10.0% | +1.9% | +8.0% | +9.4% |
| 3M | -1.2% | +6.3% | -7.5% | -2.5% |
| 6M | +12.8% | +18.2% | -5.4% | +8.7% |
| YTD | +20.7% | +0.3% | +20.4% | +19.7% |
| 1Y | +32.6% | -4.3% | +36.9% | +32.8% |
| 3Y | +41.8% | +71.3% | -29.4% | +23.6% |
| 5Y | +29.0% | -1.8% | +30.8% | +24.4% |
| All | +57.3% | +346.1% | -288.9% | +15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling