+1,111.8%
BMY vs RMD
+38,753.6%
-37,641.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | +2.1% | +2.1% | 0.0% | +1.8% |
| 30D | +7.0% | +2.1% | +4.9% | +6.6% |
| 3M | -0.9% | +6.2% | -7.1% | -1.8% |
| 6M | +14.9% | +19.4% | -4.5% | +11.8% |
| YTD | +22.8% | +0.5% | +22.3% | +22.2% |
| 1Y | +36.2% | -3.9% | +40.2% | +36.4% |
| 3Y | +45.7% | +72.5% | -26.9% | +32.8% |
| 5Y | +31.3% | -1.5% | +32.8% | +27.5% |
| 10Y | +60.6% | +345.8% | -285.2% | +25.6% |
| All | +1,111.8% | +38,753.6% | -37,641.8% | +586.3% |
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