+133.9%
BP vs RMD
+269.7%
-135.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +4.0% | -4.7% | +8.7% | +4.9% |
| 30D | +7.8% | +0.2% | +7.6% | +7.6% |
| 3M | +8.4% | +12.0% | -3.6% | +5.4% |
| 6M | +15.1% | -12.5% | +27.6% | +17.4% |
| YTD | +36.4% | -7.9% | +44.4% | +37.6% |
| 1Y | +40.9% | -20.4% | +61.3% | +46.3% |
| 3Y | +38.8% | +53.1% | -14.3% | +21.2% |
| 5Y | +141.1% | -22.1% | +163.2% | +144.9% |
| 10Y | +133.9% | +275.4% | -141.5% | +69.4% |
| All | +133.9% | +269.7% | -135.8% | +69.4% |
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