+56.9%
BNY vs RMD
-18.7%
+75.6%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -1.3% | -4.4% | +3.1% | -0.5% |
| 30D | -0.2% | -3.1% | +3.0% | +0.4% |
| 3M | +14.9% | +13.8% | +1.2% | +11.4% |
| 6M | +40.0% | -8.6% | +48.6% | +44.7% |
| YTD | +42.0% | -8.6% | +50.6% | +48.6% |
| 1Y | +56.9% | -19.7% | +76.5% | +67.2% |
| All | +56.9% | -18.7% | +75.6% | +67.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling