+76.2%
BND vs RMD
+950.4%
-874.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | -0.1% |
| 7D | +0.1% | -4.5% | +4.6% | +0.2% |
| 30D | -0.4% | +4.6% | -5.0% | -0.4% |
| 3M | -0.2% | +14.8% | -15.0% | -0.4% |
| 6M | -1.2% | -12.1% | +10.9% | -1.1% |
| YTD | -0.3% | -7.5% | +7.2% | -0.3% |
| 1Y | +0.4% | -20.1% | +20.5% | +0.5% |
| 3Y | +13.4% | +53.9% | -40.5% | +13.2% |
| 5Y | -1.5% | -22.2% | +20.7% | -1.7% |
| 10Y | +15.5% | +268.2% | -252.8% | +17.2% |
| All | +76.2% | +950.4% | -874.2% | +80.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling