+61.0%
BMY vs RMD
+276.6%
-215.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -6.4% | -4.2% | -2.2% | -5.6% |
| 30D | +0.2% | -2.1% | +2.3% | +0.6% |
| 3M | +16.0% | +13.8% | +2.2% | +12.8% |
| 6M | +8.3% | -10.6% | +18.9% | +10.2% |
| YTD | +22.2% | -8.1% | +30.3% | +23.5% |
| 1Y | +41.7% | -18.0% | +59.7% | +46.2% |
| 3Y | +20.7% | +52.9% | -32.2% | +7.7% |
| 5Y | +23.9% | -22.3% | +46.2% | +26.4% |
| All | +61.0% | +276.6% | -215.6% | +18.4% |
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