+44.5%
BMY vs RMD
+68.2%
-23.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.1% |
| 7D | -2.0% | -0.8% | -1.2% | -1.9% |
| 30D | +9.3% | +1.7% | +7.6% | +8.9% |
| 3M | -0.1% | +6.4% | -6.5% | -1.0% |
| 6M | +15.5% | +20.7% | -5.2% | +12.4% |
| YTD | +21.8% | -0.2% | +22.0% | +20.9% |
| 1Y | +34.9% | -4.5% | +39.4% | +34.3% |
| All | +44.5% | +68.2% | -23.7% | +41.5% |
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